# Trustees - Ugsoa Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-ugsoa-health-and-welfare-fund-824038622-501

> Trustees - Ugsoa Health And Welfare Fund's Health & Welfare plan: 1,162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Ugsoa Health And Welfare Fund

- **Sponsor EIN:** 824038622

- **Sponsor Address:** 2879 CRANBERRY HIGHWAY, EAST WAREHAM, MA, 02538

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,162

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,162|$4.6M|$11.3M|$9,312|

| 2023|1,912|$3.6M|$5.5M|$6,355|

| 2022|1,912|$3.7M|$9.9M|$4,948|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROBEIN, URANN, SPENCER, PICARD & CA|Other Service Provider|$26,599|—|$26,599|

| NEEDLES & ASSOCIATES, LLC.|Other Service Provider|$25,463|—|$25,463|

| BENEFIT SOURCE, INC|Other Service Provider|$16,481|—|$16,481|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $68,543

- **Estimated Expense Ratio:** 1.500% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$645,048|—|$197,910|$25,463|—|

| 2023|$497,721|—|$233,183|$5,000|—|

| 2022|$726,522|—|$228,068|—|$386,646|

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