# Unite Here Mid Atlantic Training And Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/unite-here-mid-atlantic-training-and-scholarship-fund-454351353-501

> Unite Here Mid Atlantic Training And Scholarship Fund's Health & Welfare plan: 4,642 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unite Here Mid Atlantic Training And Scholarship Fund

- **Sponsor EIN:** 454351353

- **Sponsor Address:** 1415 NORTH BROAD STREET, PHILADELPHIA, PA, 19122

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,642

- **Total Assets:** $727,163

## 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|4,642|$727,163|$186,216|$0|

| 2023|4,330|$648,671|$200,066|$0|

| 2022|2,873|$565,330|$124,253|$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|

| INNOVATIVE CONSULTING AND SOLUTIONS|Other Service Provider|$28,168|—|$28,168|

| WILLIG WILLIAMS AND DAVIDSON|ERISA Attorney|$11,607|—|$11,607|

### Verified Provider Profiles

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

- [WILLIG WILLIAMS AND DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,775

- **Estimated Expense Ratio:** 5.470% 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|$48,893|—|$28,168|$4,500|—|

| 2023|$51,134|—|$22,881|$4,500|—|

| 2022|$26,096|—|$3,900|—|$18,104|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unite-here-mid-atlantic-training-and-scholarship-fund-454351353-501)

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