# Bac Local #5 New York Pension Plan DB Plan
Source: https://planprovider.pro/companies/bac-local-5-new-york-pension-plan-plan

> Bac Local #5 New York Pension Plan's DB plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bac Local #5 New York Pension Plan

- **Sponsor EIN:** 146016608

- **Sponsor Address:** 66-05 WOODHAVEN BLVD, REGO PARK, NY, 113745227

- **Plan Type:** DB

- **Total Participants:** 69

- **Total Assets:** $64.4M

## 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|69|$64.4M|$696,970|$0|

| 2023|78|$64.6M|$725,709|$0|

| 2022|97|$62.0M|$800,234|$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|

| MERRILL LYNCH PIERCE FENNER & SMITH|BROKERAGE|$231,998|—|$231,998|

| THE SEGAL COMPANY (EASTERN STATES),|NONE|$60,000|—|$60,000|

| PENSION AND ANNUITY PLAN OF BRICKLA|NONE|$46,960|—|$46,960|

| TEAL, BECKER, & CHIARAMONTE CPAS PC|NONE|$38,125|—|$38,125|

| SCHULTHEIS & PANETTIERI LLP|NONE|$13,658|—|$13,658|

| BARNES, IACCARINO & SHEPHERD, LLP|NONE|$9,108|—|$9,108|

| BANK OF AMERICA|TRUSTEE|$8,851|—|$8,851|

| TCW GROUP INC|NONE|$8,100|—|$8,100|

| BOSTON PARTNERS|NONE|$7,575|—|$7,575|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEAL, BECKER, & CHIARAMONTE CPAS PC](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $424,375

- **Estimated Expense Ratio:** 0.659% 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|$1,693,121|$259,072|$44,111|$38,125|—|

| 2023|$556,465|$266,262|—|$38,736|—|

| 2022|$397,635|$162,074|—|—|$88,451|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bac-local-5-new-york-pension-plan-plan)

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