# United Employees Health Plans Health & Welfare Plan
Source: https://planprovider.pro/companies/united-employees-health-plans-203244794-501

> United Employees Health Plans's Health & Welfare plan: 766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Employees Health Plans

- **Sponsor EIN:** 203244794

- **Sponsor Address:** 70 CHARLES LINDBERGH BLVD, UNIONDALE, NY, 11553

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 766

- **Total Assets:** $5.1M

## 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|766|$5.1M|$12.6M|$63,410|

| 2023|500|$6.1M|$11.0M|$115,393|

| 2022|381|$4.7M|$8.6M|$20,158|

## 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|

| INTERNATIONAL BENEFITS ADMIN.|Other Service Provider|$960,106|—|$960,106|

| PAYER MATRIX LLC|Other Service Provider|$289,812|—|$289,812|

| CLAUDIA MARQUEZ|Other Service Provider|$93,803|—|$93,803|

| PATRICK MCCABE|Other Service Provider|$77,077|—|$77,077|

| JACKI MITCHELL|Other Service Provider|$49,920|—|$49,920|

| MCCARTHY & PREECE, PLLC|Other Service Provider|$48,000|—|$48,000|

| COMPREHENSIVE HEALTHCARE SYSTEMS|Other Service Provider|$45,374|—|$45,374|

| MARCIA SALOMON|Other Service Provider|$44,039|—|$44,039|

| CATHY VASILE|Other Service Provider|$31,659|—|$31,659|

| ANGELA MCCABE|Other Service Provider|$31,231|—|$31,231|

| JACQUELINE ELSNER|Other Service Provider|$28,895|—|$28,895|

| WEAVER & TIDWELL, LLP|Auditor|$24,750|—|$24,750|

| ANDREW FAIR|Custodian / Trustee|$18,000|—|$18,000|

| BRYAN C. MCCARTHY|Custodian / Trustee|$18,000|—|$18,000|

| DAVID J. MAHONEY|Custodian / Trustee|$18,000|—|$18,000|

| BANK OF AMERICA|Other Service Provider|$17,504|—|$17,504|

| SUMMIT ACTUARIAL SERVICES, INC.|Other Service Provider|$15,000|—|$15,000|

| QUAN-VEST CONSULTING, INC.|Other Service Provider|$7,992|—|$7,992|

| D.D. SERVICES, INC.|Other Service Provider|$6,734|—|$6,734|

| LAWRENCE FISCHER, PC|Other Service Provider|$5,500|—|$5,500|

### Verified Provider Profiles

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

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,831,396

- **Estimated Expense Ratio:** 36.000% 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|$1,142,293|$13,265|—|$24,750|—|

| 2023|$1,811,426|$9,717|—|$32,500|—|

| 2022|$1,122,679|$8,926|—|—|$127,299|

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