# Union Mutual Medical Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/union-mutual-medical-fund-222241328-501

> Union Mutual Medical Fund's Health & Welfare plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Mutual Medical Fund

- **Sponsor EIN:** 222241328

- **Sponsor Address:** 111 JOHN STREET 450, NEW YORK, NY, 10038

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 227

- **Total Assets:** $375,693

## 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|227|$375,693|$0|$0|

| 2023|251|$854,969|$0|$0|

| 2022|265|$1.3M|$0|$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|

| SYNTONIC SYSTEMS, INC.|Recordkeeper|$96,621|—|$96,621|

| ZELIN & ASSOCIATES CPA LLC|Auditor|$45,995|—|$45,995|

| PALMER-TANNO AGENCY, INC.|Insurance Carrier|$23,124|—|$23,124|

| LEON SILVERMAN|Custodian / Trustee|$5,000|—|$5,000|

| LOUIS FLACKS|Custodian / Trustee|$5,000|—|$5,000|

| PAUL BERKMAN|Custodian / Trustee|$5,000|—|$5,000|

| SYLVIA PARR|Custodian / Trustee|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,740

- **Estimated Expense Ratio:** 49.439% 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|$233,218|$2,560|$96,621|$29,000|—|

| 2023|$202,019|$4,478|$96,000|$29,000|—|

| 2022|$201,032|$6,017|$96,000|—|$61,329|

## Similar Plans

- [Board Of Trustees Of The United Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-501) — 23,107 participants

- [Board Of Trustees New York State Nurses Association Benefits Fund](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-501) — 21,293 participants

- [Teachers Insurance And Annuity Association Of America](https://planprovider.pro/companies/teachers-insurance-and-annuity-association-of-america-401k-plan) — 11,525 participants

- [Lvmh Moet Hennessy Louis Vuitton, INC.](https://planprovider.pro/companies/lvmh-moet-hennessy-louis-vuitton-inc-135371790-501) — 10,432 participants

- [Teachers Insurance And Annuity Association Of America](https://planprovider.pro/companies/teachers-insurance-and-annuity-association-of-america-131624203-519) — 6,127 participants

- [Voluntary Hospitals House Staff Benefits Plan](https://planprovider.pro/companies/voluntary-hospitals-house-staff-benefits-plan-133029280-501) — 4,939 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/union-mutual-medical-fund-222241328-501)

© 2026 PlanProvider.Pro