# Uaw - Local 259 Social Security Dept. Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-local-259-social-security-dept-136115078-501

> Uaw - Local 259 Social Security Dept.'s Health & Welfare plan: 1,322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uaw - Local 259 Social Security Dept.

- **Sponsor EIN:** 136115078

- **Sponsor Address:** 140 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,322

- **Total Assets:** $19.1M

## 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|1,322|$19.1M|$25.4M|$44,126|

| 2023|1,313|$17.9M|$24.2M|$45,071|

| 2022|1,264|$17.3M|$21.7M|$58,529|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$771,207|—|$771,207|

| EMPIRE HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$414,990|—|$414,990|

| THE SEGAL COMPANY|Other Service Provider|$81,494|—|$81,494|

| MED REVIEW, INC.|Other Service Provider|$72,178|—|$72,178|

| TARTER KRINSKY & DROGIN LLP|Other Service Provider|$54,749|—|$54,749|

| WEAVER AND TIDWELL, L.L.P.|Auditor|$39,690|—|$39,690|

| CLEARY, JOSEM & TRIGIANI, LLP|Other Service Provider|$39,356|—|$39,356|

| SEGAL MARCO ADVISORS, INC.|Other Service Provider|$15,000|—|$15,000|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$10,714|—|$10,714|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,499,378

- **Estimated Expense Ratio:** 7.846% 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|$1,652,702|$21,428|$771,207|$39,690|—|

| 2023|$1,584,674|$16,154|$766,647|$37,000|—|

| 2022|$1,657,610|$21,332|$430,760|—|$302,180|

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