# United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca Health & Welfare Plan
Source: https://planprovider.pro/companies/united-union-of-roofers-waterproofers-allied-workers-local-12-vaca-510488884-501

> United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca's Health & Welfare plan: 59 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca

- **Sponsor EIN:** 510488884

- **Sponsor Address:** 10 TECHNOLOGY DRIVE, P.O. BOX 5817, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 59

- **Total Assets:** $152,710

## 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|59|$152,710|$324,692|$0|

| 2023|55|$82,332|$325,378|$0|

| 2022|73|$160,745|$372,991|$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|

| BEERS, HAMERMAN, COHEN & BURGER P.C|Other Service Provider|$7,000|—|$7,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,000

- **Estimated Expense Ratio:** 4.584% 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|$10,237|—|$1,800|$7,000|—|

| 2023|$10,502|—|$2,850|$7,000|—|

| 2022|$11,004|—|$2,911|—|$7,000|

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