# Wine, Liquor & Distillery Workers Union Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/wine-liquor-distillery-workers-union-plan-131973409-501

> Wine, Liquor & Distillery Workers Union Plan's Health & Welfare plan: 1,105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wine, Liquor & Distillery Workers Union Plan

- **Sponsor EIN:** 131973409

- **Sponsor Address:** 8402 18TH AVENUE, BROOKLYN, NY, 11214

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,105

- **Total Assets:** $21.1M

## 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|1,105|$21.1M|$22.0M|$22,550|

| 2023|1,105|$17.5M|$21.1M|$38,629|

| 2022|1,118|$12.6M|$19.8M|$67,027|

## 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|

| EMBLEM HEALTH, INC.|Other Service Provider|$459,510|—|$459,510|

| ARETHIA BAZEMORE|Other Service Provider|$62,463|—|$62,463|

| WEAVER AND TIDWELL LLP|Auditor|$57,900|—|$57,900|

| LYNDAROSE ERRICOLO|Other Service Provider|$56,532|—|$56,532|

| VILMA REINHARDT|Other Service Provider|$44,834|—|$44,834|

| LINDA ERRICOLO|Other Service Provider|$36,109|—|$36,109|

| WELLS FARGO ADVISORS|Other Service Provider|$33,365|—|$33,365|

| MILLIMAN, INC.|Recordkeeper|$33,300|—|$33,300|

| ZAZZALI, P.C.|Other Service Provider|$27,033|—|$27,033|

| MERRILL LYNCH|Custodian / Trustee|$23,637|—|$23,637|

### 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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $834,683

- **Estimated Expense Ratio:** 3.962% 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|$1,094,519|$57,002|$459,510|$52,500|—|

| 2023|$1,303,796|$62,940|$459,408|$52,500|—|

| 2022|$931,456|$70,966|—|—|$177,600|

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