# Uaw Region 9a Education Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/uaw-region-9a-education-fund-134072635-501

> Uaw Region 9a Education Fund's Health & Welfare plan: 1,035 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uaw Region 9a Education Fund

- **Sponsor EIN:** 134072635

- **Sponsor Address:** 388 E. 7TH STREET, BROOKLYN, NY, 11218

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,035

- **Total Assets:** $396,558

## 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|1,035|$396,558|$230,166|$0|

| 2023|560|$274,830|$112,696|$0|

| 2022|400|$213,746|$121,453|$0|

## 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|

| JAMES PROVOST|Other Service Provider|$29,120|—|$29,120|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,120

- **Estimated Expense Ratio:** 7.343% 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|$41,501|—|—|$4,400|—|

| 2023|$32,471|—|—|—|—|

| 2022|$22,381|—|—|—|$4,200|

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