# U.A. Plumbers And Steamfitters Local 22 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/u-a-plumbers-and-steamfitters-local-22-health-fund-161561710-501

> U.A. Plumbers And Steamfitters Local 22 Health Fund's Health & Welfare plan: 814 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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|

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