Plan Snapshot
- Plan Sponsor: U.A. Plumbers And Steamfitters Local 22 Health Fund
- Sponsor EIN: 161561710
- Sponsor Address: 120 GARDENVILLE PARKWAY, STE 3, WEST SENECA, NY, 14224
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 814
- Total Assets: $29.5M
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 | 814 | $29.5M | $18.0M | $911,607 |
| 2023 | 860 | $25.7M | $16.1M | $868,413 |
| 2022 | 883 | $21.7M | $14.5M | $1.0M |
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 |
|---|---|---|---|---|
| STEVEN HOOVER | Other Service Provider | $114,559 | — | $114,559 |
| DEBRA KORPOLINSKI | Other Service Provider | $69,006 | — | $69,006 |
| BARBARA ZELLNER | Other Service Provider | $53,940 | — | $53,940 |
| ANDREA SHARP | Other Service Provider | $52,494 | — | $52,494 |
| ALEXANDRA BOOTH | Other Service Provider | $48,684 | — | $48,684 |
| BLITMAN AND KING, LLP | Other Service Provider | $41,033 | — | $41,033 |
| ARCARA ZUCARELLI LENDA & ASSOCIATES | Other Service Provider | $34,314 | — | $34,314 |
| JBM COMPUTER CONSULTANTS | Other Service Provider | $33,024 | — | $33,024 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $25,555 | — | $25,555 |
| TRONCONI SEGARRA & ASSOCIATES LLP | Other Service Provider | $22,151 | — | $22,151 |
| CHILD & FAMILY SERVICES | Other Service Provider | $17,026 | — | $17,026 |
| USI CONSULTING GROUP | Other Service Provider | $8,000 | — | $8,000 |
| WILMINGTON TRUST | Other Service Provider | $5,916 | — | $5,916 |
| PCA TECHNOLOGY GROUP INC. | Other Service Provider | $5,666 | — | $5,666 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $531,368
- Estimated Expense Ratio: 1.799% 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 | $1,408,504 | $31,471 | $483,583 | $56,465 | — |
| 2023 | $1,280,148 | $16,858 | — | $22,639 | — |
| 2022 | $980,749 | $19,964 | — | — | $183,086 |