# U.S.W.U. Local 74 Welfare Fund Board Of Trustees Of U.S.W.U. Local 74 Health & Welfare Plan
Source: https://planprovider.pro/companies/u-s-w-u-local-74-welfare-fund-board-of-trustees-of-u-s-w-u-local-74-131912506-501

> U.S.W.U. Local 74 Welfare Fund Board Of Trustees Of U.S.W.U. Local 74's Health & Welfare plan: 1,964 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.S.W.U. Local 74 Welfare Fund Board Of Trustees Of U.S.W.U. Local 74

- **Sponsor EIN:** 131912506

- **Sponsor Address:** 36-36 33RD STREET, SUITE 202, LONG ISLAND CITY, NY, 11106

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,964

- **Total Assets:** $118.4M

## 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|1,964|$118.4M|$36.1M|$29,573|

| 2023|1,918|$112.0M|$35.9M|$27,944|

| 2022|1,975|$97.5M|$37.2M|$47,698|

## 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|

| EMPIRE HEALTHCHOICE INSURANCE INC|Other Service Provider|$1,414,454|$365,934|$1,780,388|

| FUIMAN MOGILA, LLP|Other Service Provider|$303,606|—|$303,606|

| ZACHARY HARKIN, ESQ|Other Service Provider|$290,551|—|$290,551|

| LITTLER MENDELSON PC|Other Service Provider|$190,736|—|$190,736|

| GARY HAHN|Other Service Provider|$133,860|—|$133,860|

| BRIDGEWAY BENEFITS TECHNOLOGIES|Other Service Provider|$114,946|—|$114,946|

| MARYANN FALCE|Other Service Provider|$103,849|—|$103,849|

| FITZSIMMONS ABRAMS, LLP|Auditor|$92,544|—|$92,544|

| TECHFORMATIVE INC.|Other Service Provider|$86,609|—|$86,609|

| JOAN SULAY|Other Service Provider|$85,411|—|$85,411|

| PRINCIPAL ENHANCED PROPERTY FUND LP|Other Service Provider|$73,674|—|$73,674|

| MORVILLO ABRAMOWITZ GRAND IASON|Other Service Provider|$71,198|—|$71,198|

| JESSICA PANIAGUA|Other Service Provider|$70,817|—|$70,817|

| XIMENA CASTRO|Other Service Provider|$69,311|—|$69,311|

| CBIZ, INC|Other Service Provider|$69,000|—|$69,000|

| MARIA DIAZ|Other Service Provider|$67,393|—|$67,393|

| CYBER CLARITY INC.|Other Service Provider|$60,000|—|$60,000|

| REYNOLDS INVESTMENT CONSULTING SRVC|Other Service Provider|$60,000|—|$60,000|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$59,821|—|$59,821|

| VANESSA BARBOSA|Other Service Provider|$54,372|—|$54,372|

| SARAH BREAULT|Other Service Provider|$43,581|—|$43,581|

| CPS DENTAL|Other Service Provider|$33,632|—|$33,632|

| AMALGAMATED BANK|Other Service Provider|$25,974|—|$25,974|

| EXPRESS SCRIPTS (MEDCO)|Other Service Provider|$19,013|—|$19,013|

| WAGE WORKS INC|Other Service Provider|$8,493|—|$8,493|

| CPS OPTICAL|Other Service Provider|$7,715|—|$7,715|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,976,494

- **Estimated Expense Ratio:** 3.360% 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|$2,521,198|$395,513|—|$79,000|—|

| 2023|$2,896,320|$379,192|—|$81,766|—|

| 2022|$2,043,018|$143,176|—|—|$662,724|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-s-w-u-local-74-welfare-fund-board-of-trustees-of-u-s-w-u-local-74-131912506-501)

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