# Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/union-of-roofers-waterproofers-allied-workers-local-44-welfare-346621298-501

> Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare's Health & Welfare plan: 228 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare

- **Sponsor EIN:** 346621298

- **Sponsor Address:** 1651 EAST 24TH STREET, CLEVELAND, OH, 44114

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 228

- **Total Assets:** $3.4M

## 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|228|$3.4M|$3.3M|$182,074|

| 2023|264|$3.3M|$3.7M|$146,248|

| 2022|257|$2.9M|$3.7M|$118,453|

## 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|

| LOCAL 44 FRINGE BENEFITS|Recordkeeper|$252,000|—|$252,000|

| HORIZON ACTUARIAL SERVICES LLC|Other Service Provider|$60,773|—|$60,773|

| CIUNI & PANICHI, INC.|Other Service Provider|$28,410|—|$28,410|

| TUCKER ARENSBERG LLC|ERISA Attorney|$22,258|—|$22,258|

| K. PAKELTIS & COMPANY|Other Service Provider|$8,820|—|$8,820|

### Verified Provider Profiles

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

- [TUCKER ARENSBERG LLC](https://planprovider.pro/provider/tucker-arensberg-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $372,261

- **Estimated Expense Ratio:** 11.019% 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|$414,433|$3,938|$252,000|$28,410|—|

| 2023|$398,169|$6,810|$219,000|$24,551|—|

| 2022|$384,288|$5,623|—|—|$63,871|

## Similar Plans

- [Operative Plasterers And Cement Masons - Trustees](https://planprovider.pro/companies/operative-plasterers-and-cement-masons-trustees-plan) — 1,581 participants

- [Ernst Enterprises, INC.](https://planprovider.pro/companies/ernst-enterprises-inc-311031307-501) — 1,104 participants

- [Contract Lumber, INC.](https://planprovider.pro/companies/contract-lumber-inc-401k-plan) — 753 participants

- [Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees](https://planprovider.pro/companies/smw-local-24-supplemental-unemploy-benefit-fund-board-of-trustees-311383887-501) — 681 participants

- [Cement Masons Local 886/404 Pension Plan Board Of Trustees](https://planprovider.pro/companies/cement-masons-local-886-404-pension-plan-board-of-trustees-plan) — 665 participants

- [Board Of Trustees Ironworkers Local No. 55 Pension Plan](https://planprovider.pro/companies/board-of-trustees-ironworkers-local-no-55-pension-plan-346682351-001) — 609 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/union-of-roofers-waterproofers-allied-workers-local-44-welfare-346621298-501)

© 2026 PlanProvider.Pro