Plan Snapshot
- Plan Sponsor: Twu Westchester Pbl Health Benefit Trust
- Sponsor EIN: 136601635
- Sponsor Address: 333 WESTCHESTER AVENUE, WEST PLAINS, NY, 106042910
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 596
- Total Assets: $26.2M
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 | 596 | $26.2M | $22.7M | $2.5M |
| 2023 | 600 | $23.4M | $23.8M | $2.1M |
| 2022 | 545 | $19.4M | $22.7M | $2.0M |
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 |
|---|---|---|---|---|
| FABIAN & BYRN, LLC | Other Service Provider | $71,469 | — | $71,469 |
| MILLIMAN, INC. | Recordkeeper | $69,600 | — | $69,600 |
| COLLERAN, O'HARA & MILLS | Other Service Provider | $36,464 | — | $36,464 |
| EPSTEIN BECKER & GREEN PC | ERISA Attorney | $30,320 | — | $30,320 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $15,222 | — | $15,222 |
| ALAN ROSS & COMPANY, PC | Other Service Provider | $13,000 | — | $13,000 |
| AMALGAMATED BANK | Other Service Provider | $6,525 | $4,714 | $11,239 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $10,000 | — | $10,000 |
| AMERICAN REALTY ADVISORS, LLC | Other Service Provider | $8,312 | — | $8,312 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- EPSTEIN BECKER & GREEN PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,626
- Estimated Expense Ratio: 1.013% 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 | $306,595 | $33,634 | $71,469 | $13,000 | — |
| 2023 | $290,775 | $39,826 | $66,847 | $12,750 | — |
| 2022 | $304,008 | $27,205 | $65,075 | — | $150,367 |