# United Production Workers Union Local 17-18 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/united-production-workers-union-local-17-18-welfare-fund-237456226-501

> United Production Workers Union Local 17-18 Welfare Fund's Health & Welfare plan: 306 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](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:** $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|

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