# Twu Westchester Pbl Health Benefit Trust 401(k) Plan
Source: https://planprovider.pro/companies/twu-westchester-pbl-health-benefit-trust-136601635-501

> Twu Westchester Pbl Health Benefit Trust's 401(k) plan: 596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [EPSTEIN BECKER & GREEN PC](https://planprovider.pro/provider/epstein-becker-and-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|

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