Plan Snapshot
- Plan Sponsor: United Production Workers Union Local 17-18 Welfare Fund
- Sponsor EIN: 237456226
- Sponsor Address: 333 WESTCHESTER AVENUE, WESTCHESTER, NY, 10604
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 306
- Total Assets: $6.7M
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 | 306 | $6.7M | $1.1M | $0 |
| 2023 | 297 | $6.5M | $909,972 | $0 |
| 2022 | 255 | $6.5M | $1.0M | $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 |
|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | Recordkeeper | $103,586 | — | $103,586 |
| ROTHMAN ROCCO LARUFFA LLP | ERISA Attorney | $99,922 | — | $99,922 |
| SLEVIN & HART PC | ERISA Attorney | $79,301 | — | $79,301 |
| CHEIRON INC | Actuary | $38,800 | — | $38,800 |
| CITRIN COOPERMAN AND COMPANY | Other Service Provider | $30,000 | — | $30,000 |
| CITRIN COOPERMAN ADVISORS LLC | Other Service Provider | $14,203 | — | $14,203 |
| BITS AND BITES LLC | Other Service Provider | $6,500 | — | $6,500 |
| IRON MOUNTAIN INC | Other Service Provider | $6,228 | — | $6,228 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $378,540
- Estimated Expense Ratio: 5.666% 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 | $433,495 | $16,866 | $81,373 | $30,000 | — |
| 2023 | $612,927 | $5,628 | $21,665 | $30,000 | — |
| 2022 | $822,191 | $3,216 | $94,957 | — | $535,434 |