# United Wire, Metal & Machine Health & Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/united-wire-metal-machine-health-welfare-fund-135608135-501 > United Wire, Metal & Machine Health & Welfare Fund's Health & Welfare plan: 2,870 participants, plan year 2024 financials, providers, and benchmarks from For… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** United Wire, Metal & Machine Health & Welfare Fund - **Sponsor EIN:** 135608135 - **Sponsor Address:** 45-06 PEARSON STREET, 2ND FLOOR, LONG ISLAND CITY, NY, 11101 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 2,870 - **Total Assets:** $83.6M ## 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|2,870|$83.6M|$33.2M|$141,629| | 2023|2,743|$86.5M|$29.6M|$271,837| | 2022|2,532|$88.7M|$28.0M|$248,619| ## 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| | MAGNACARE ADMINISTRATIVE SERVICES|Other Service Provider|$1,370,840|—|$1,370,840| | JRN CONSULTING, LLC|Other Service Provider|$420,824|—|$420,824| | LORRAINE BUONACORE|Recordkeeper|$254,763|—|$254,763| | SEGAL COMPANY (EASTERN STATES), INC|Other Service Provider|$166,505|—|$166,505| | WANDA LOZANO|Other Service Provider|$138,841|—|$138,841| | PRINCIPAL ENHANCED PROPERTY FUND LP|Other Service Provider|$137,387|—|$137,387| | D.D. SERVICES, INC|Other Service Provider|$129,698|—|$129,698| | LINDA ALVAREZ|Other Service Provider|$127,528|—|$127,528| | VICKY TYCZYNSKI|Other Service Provider|$107,549|—|$107,549| | LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$97,864|—|$97,864| | FENIMORE ASSET MANAGEMENT, INC.|Other Service Provider|$96,357|—|$96,357| | MURAT BADIOGLU|Other Service Provider|$87,651|—|$87,651| | FRANCESCO LICARI|Other Service Provider|$86,217|—|$86,217| | LOURDES BERREZUETA|Other Service Provider|$77,994|—|$77,994| | PROSKAUER ROSE LLP|Other Service Provider|$77,500|—|$77,500| | ROSANNA FURIO|Other Service Provider|$76,677|—|$76,677| | MILAGROS ACOSTA|Other Service Provider|$73,332|—|$73,332| | WEAVER AND TIDWELL LLP|Auditor|$71,000|—|$71,000| | EUFEMIO RODRIGUEZ|Other Service Provider|$69,520|—|$69,520| | MARK TORRES|Other Service Provider|$68,448|—|$68,448| | MATTHEW SCHER|Other Service Provider|$67,929|—|$67,929| | STACEY BRAUN ASSOCIATES, INC.|Other Service Provider|$67,315|—|$67,315| | STEPHEN GARRIQUES|Other Service Provider|$66,983|—|$66,983| | WILLIAM ALEXANDER|Other Service Provider|$57,834|—|$57,834| | TIMOTHY MCGLYN|Other Service Provider|$56,968|—|$56,968| | KATTIA SANTANA|Other Service Provider|$51,232|—|$51,232| | COLUMBIA MANAGEMENT INVESTMENT ADVI|Other Service Provider|$44,940|—|$44,940| | REYNOLDS CONSULTING SERVICES, LLC|Other Service Provider|$44,875|—|$44,875| | BARNES, IACCARRINO & SHEPHERD LLP|Other Service Provider|$40,500|—|$40,500| | ALAINA JEWELS|Other Service Provider|$37,830|—|$37,830| | GREGORY HOLLOMAN|Other Service Provider|$29,802|—|$29,802| | REBECCA BROWN|Other Service Provider|$28,580|—|$28,580| | ULLICO INVESTMENT ADVISORS INC|Other Service Provider|$27,164|—|$27,164| | LERNER CUMBO & ASSOCIATES|Other Service Provider|$18,287|—|$18,287| | ROY BARNES, ESQ|Other Service Provider|$15,406|—|$15,406| | ROCIO GARCIA|Other Service Provider|$15,405|—|$15,405| | COUNSEL ADVISORS INC|Other Service Provider|$15,010|—|$15,010| | EXPRESS SCRIPTS, INC.|Other Service Provider|$12,948|—|$12,948| | AMALGAMATED BANK|Other Service Provider|$8,243|—|$8,243| | LITTLER MENDELSON PLLC|Other Service Provider|$7,500|—|$7,500| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $4,451,246 - **Estimated Expense Ratio:** 5.327% 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|$2,952,163|$515,902|—|$74,333|—| | 2023|$2,859,086|$499,008|—|$74,333|—| | 2022|$2,220,966|$526,954|—|—|$264,247| ## Similar Plans - [Corning Incorporated](https://planprovider.pro/companies/corning-incorporated-160393470-510) — 14,358 participants - [Corning Incorporated](https://planprovider.pro/companies/corning-incorporated-401k-plan-002) — 11,726 participants - [Corning Incorporated](https://planprovider.pro/companies/corning-incorporated-160393470-516) — 11,482 participants - [The Estee Lauder Companes INC.](https://planprovider.pro/companies/the-estee-lauder-companes-inc-112408943-509) — 10,753 participants - [Hunter Douglas, INC.](https://planprovider.pro/companies/hunter-douglas-inc-132614416-501) — 3,127 participants - [Eastman Kodak Company](https://planprovider.pro/companies/eastman-kodak-company-160417150-525) — 1,919 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-wire-metal-machine-health-welfare-fund-135608135-501) © 2026 PlanProvider.Pro