# Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio 401(k) Plan Source: https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501 > Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio's 401(k) plan: 5,332 participants, plan year 2024 financials, providers, and benchmarks… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor - [JP MORGAN CHASE](https://planprovider.pro/provider/jp-morgan-asset-management) — 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| ## Similar Plans - [Board Of Trustees Local 713 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan) — 27,615 participants - [Board Of Trustees Local 713 Health & Wel](https://planprovider.pro/companies/board-of-trustees-local-713-health-wel-116490308-501) — 15,283 participants - [Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) — 5,885 participants - [Excavators Union Pension Fund Loca](https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan) — 5,553 participants - [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 5,154 participants - [Bd Of Trustees Iuoe Local 30 Pension Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-pension-fund-plan) — 5,116 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501) © 2026 PlanProvider.Pro