Plan Snapshot
- Plan Sponsor: Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio
- Sponsor EIN: 136674743
- Sponsor Address: 331-337 WEST 44TH STREET, NEW YORK, NY, 100365402
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,332
- Total Assets: $637.3M
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 | 5,332 | $637.3M | $197.0M | $7.5M |
| 2023 | 5,335 | $569.8M | $194.4M | $7.2M |
| 2022 | 5,252 | $483.8M | $184.8M | $7.0M |
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 |
|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | Other Service Provider | $2,409,425 | — | $2,409,425 |
| CONGRESS ASSET MANAGEMENT COMPANY | Other Service Provider | $896,451 | — | $896,451 |
| PROSKAUER ROSE, LLP | Other Service Provider | $548,683 | — | $548,683 |
| WILLIAM FARANDA | Other Service Provider | $272,906 | — | $272,906 |
| THE SEGAL COMPANY | Other Service Provider | $260,587 | — | $260,587 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $249,909 | — | $249,909 |
| SANDRA CHIN | Other Service Provider | $211,406 | — | $211,406 |
| SELEDENT, INC. | Other Service Provider | $208,041 | — | $208,041 |
| DEREK DAVIS | Other Service Provider | $203,838 | — | $203,838 |
| MPC CAPITAL ADVISORS, LLC | Other Service Provider | $160,992 | — | $160,992 |
| SILVERCREST ASSET MANAGEMENT GROUP | Other Service Provider | $153,539 | — | $153,539 |
| PITTA, LLP | ERISA Attorney | $123,702 | — | $123,702 |
| STACEY BRAUN ASSOCIATES, INC. | Investment Advisor | $121,017 | — | $121,017 |
| ANNETTE HASSELL | Other Service Provider | $119,259 | — | $119,259 |
| MABEL LAU | Other Service Provider | $106,930 | — | $106,930 |
| PREMIER TECHNOLOGY SOLUTIONS INC | Other Service Provider | $84,861 | — | $84,861 |
| MARGARITA IONESCU | Other Service Provider | $76,817 | — | $76,817 |
| JUDITH LOZANO | Other Service Provider | $72,651 | — | $72,651 |
| JP MORGAN CHASE | Recordkeeper | $64,257 | — | $64,257 |
| KMR SYSTEMS CORPORATION | Other Service Provider | $60,570 | — | $60,570 |
| MILIAGROS RIVERA | Other Service Provider | $53,577 | — | $53,577 |
| DATAPRISE, INC | Other Service Provider | $47,879 | — | $47,879 |
| OPTUM RX | Other Service Provider | $38,839 | $3,489 | $42,328 |
| SARAH COLE | Other Service Provider | $37,492 | — | $37,492 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $29,746 | $29,746 |
| SAMANTHA KEELER | Other Service Provider | $24,565 | — | $24,565 |
| PATRICK ANDERSEN | Other Service Provider | $21,170 | — | $21,170 |
| JOSE BAIRES MEDRANO | Other Service Provider | $16,988 | — | $16,988 |
| GREATLAND CORPORATION | Other Service Provider | $12,267 | — | $12,267 |
| KAI-HSIN ROSA CHAN | Other Service Provider | $6,865 | — | $6,865 |
| KINLY INC | Other Service Provider | $6,182 | — | $6,182 |
| CLOUDFIRST | Other Service Provider | $5,070 | — | $5,070 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
- JP MORGAN CHASE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,709,970
- Estimated Expense Ratio: 1.053% 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 | $5,185,112 | $1,334,143 | — | $122,000 | — |
| 2023 | $4,167,133 | $1,094,799 | — | $112,027 | — |
| 2022 | $4,137,357 | $1,025,314 | — | — | $705,911 |