# Union Construction Workers Health Plan 401(k) Plan
Source: https://planprovider.pro/companies/union-construction-workers-health-plan-344442536-501

> Union Construction Workers Health Plan's 401(k) plan: 1,877 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Construction Workers Health Plan

- **Sponsor EIN:** 344442536

- **Sponsor Address:** P.O. BOX 1330, HOLLAND, OH, 435281330

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,877

- **Total Assets:** $80.1M

## 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|1,877|$80.1M|$35.6M|$2.9M|

| 2023|1,842|$73.0M|$33.7M|$3.1M|

| 2022|1,824|$65.9M|$29.0M|$3.2M|

## 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|

| NOA|Other Service Provider|$1,600,948|—|$1,600,948|

| COMMUNITY INSURANCE COMPANY|Other Service Provider|$1,025,590|—|$1,025,590|

| ANTHEM|Other Service Provider|$998,838|—|$998,838|

| PAYDHEALTH|Other Service Provider|$428,715|—|$428,715|

| EMPIRX HEALTH LLC|Other Service Provider|$346,387|—|$346,387|

| ALLOTTA L FARLEY CO., L.P.A.|Other Service Provider|$85,933|—|$85,933|

| THE TRUST COMPANY OF TOLEDO|Other Service Provider|$69,994|—|$69,994|

| SEGAL COMPANY|Other Service Provider|$66,667|—|$66,667|

| CURALINC|Other Service Provider|$43,608|—|$43,608|

| JOHNSON INVESTMENT COUNSEL|Other Service Provider|$36,760|—|$36,760|

| BUCK GLOBAL, LLC|Other Service Provider|$31,560|—|$31,560|

| CLARKS, SCHAEFER, HACKETT & CO.|Other Service Provider|$29,500|—|$29,500|

| MARINER INSTITUTIONAL LLC|Other Service Provider|$21,633|—|$21,633|

| HUNTINGTON INSURANCE|Other Service Provider|$14,230|—|$14,230|

| KEYSTONE PRINTING|Other Service Provider|$7,275|—|$7,275|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$7,094|—|$7,094|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,814,732

- **Estimated Expense Ratio:** 6.009% 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|$2,916,667|$101,711|$2,510,804|$38,435|—|

| 2023|$2,816,264|$96,410|$2,318,438|$41,477|—|

| 2022|$2,894,250|$113,690|$2,367,626|—|$346,151|

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