Plan Snapshot
- Plan Sponsor: United Federation Of Teachers Health Care Chapter Benefit Fund
- Sponsor EIN: 136783346
- Sponsor Address: 52 BROADWAY, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,732
- Total Assets: $45.6M
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 | 1,732 | $45.6M | $42.2M | $492,743 |
| 2023 | 1,616 | $43.3M | $38.5M | $532,635 |
| 2022 | 1,629 | $42.1M | $34.4M | $589,027 |
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 |
|---|---|---|---|---|
| MORGAN LEWIS | ERISA Attorney | $318,418 | — | $318,418 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $247,758 | — | $247,758 |
| THE SEGAL COMPANY | Other Service Provider | $152,404 | — | $152,404 |
| DEBORAH RUBIN | Other Service Provider | $124,852 | — | $124,852 |
| SLEVIN & HART | ERISA Attorney | $107,278 | — | $107,278 |
| OTTO BILLER JR. | Other Service Provider | $74,612 | — | $74,612 |
| AMALGAMATED BANK | Other Service Provider | $45,658 | — | $45,658 |
| WEAVER AND TIDWELL LLP | Other Service Provider | $27,572 | — | $27,572 |
| MIRKIN & GORDON, P.C | Other Service Provider | $18,371 | — | $18,371 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS — ERISA Attorney
- SLEVIN & HART — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,116,923
- Estimated Expense Ratio: 2.451% 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 | $1,127,912 | $45,658 | — | $27,572 | — |
| 2023 | $722,860 | $45,330 | — | $31,487 | — |
| 2022 | $740,184 | $52,290 | — | — | $234,673 |