# United Federation Of Teachers Health Care Chapter Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/united-federation-of-teachers-health-care-chapter-benefit-fund-136783346-501

> United Federation Of Teachers Health Care Chapter Benefit Fund's Health & Welfare plan: 1,732 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-federation-of-teachers-health-care-chapter-benefit-fund-136783346-501)

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