# Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio DC Plan Source: https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan > Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio's DC plan: 5,885 participants, plan year 2024 financials, providers, and benchmarks fr… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio - **Sponsor EIN:** 136817367 - **Sponsor Address:** 331-337 WEST 44TH STREET, NEW YORK, NY, 100365402 - **Plan Type:** DC - **Total Participants:** 5,885 - **Total Assets:** $1.8B ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** Yes - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|5,885|$1.8B|$70.8M|$0| | 2023|5,817|$1.7B|$68.5M|$0| | 2022|5,807|$1.5B|$64.6M|$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| | EAGLE CAPITAL MANAGEMENT, LLC|NONE|$388,527|—|$388,527| | WCM INVESTMENT MANAGEMENT, LLC|NONE|$381,830|—|$381,830| | PROSKAUER ROSE, LLP|NONE|$376,914|—|$376,914| | MADISON INVESTMENT ADVISORS, LLC|NONE|$200,168|—|$200,168| | M. O'CONNOR|EMPLOYEE|$181,832|—|$181,832| | MACKAY SHIELDS, LLC|NONE|$141,140|—|$141,140| | STACEY BRAUN ASSOCIATES INC.|INVESTMENT MANAGER|$140,674|—|$140,674| | SCHULTHEIS & PANETTIERI, LLP|AUDITOR|$132,584|—|$132,584| | C. BAFFUTO|NONE|$111,857|—|$111,857| | K. ANTONACCIO|EMPLOYEE|$106,385|—|$106,385| | PITTA, LLP|ATTORNEY|$104,039|—|$104,039| | T. SIEBOR|NONE|$102,614|—|$102,614| | COLLINS BUILDING SERVICES INC.|NONE|$85,510|—|$85,510| | MORGAN STANLEY SMITH BARNEY, LLC|NONE|$82,500|—|$82,500| | JW THOMPSON INVESTMENTS, LLC|NONE|$78,750|—|$78,750| | CONGRESS ASSET MANAGEMENT CO.|NONE|$77,231|—|$77,231| | JP MORGAN CHASE BANK|NONE|$60,745|—|$60,745| | SLC MANAGEMENT|NONE|$37,085|—|$37,085| | SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$32,007|$32,007| | IMPALA PRESS, LTD|PRINTING COMPANY|$26,067|—|$26,067| | THE SEGAL COMPANY (EASTERN STATES)|NONE|$21,172|—|$21,172| | HARBOR WATERPROOFING SERVICES LLC|NONE|$14,154|—|$14,154| | KURITA AMERICA INC.|NONE|$12,789|—|$12,789| | COGENT WASTE SOLUTIONS|NONE|$11,277|—|$11,277| | JOHN HANCOCK RETIREMENT PLAN SERVIC|NONE|$7,548|—|$7,548| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [EAGLE CAPITAL MANAGEMENT, LLC](https://planprovider.pro/provider/eagle-capital-management-llc) — NONE - [MADISON INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/madison-investment-advisors-llc) — NONE - [MACKAY SHIELDS, LLC](https://planprovider.pro/provider/john-hancock) — NONE - [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — AUDITOR - [MORGAN STANLEY SMITH BARNEY, LLC](https://planprovider.pro/provider/morgan-stanley) — NONE - [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $2,915,399 - **Estimated Expense Ratio:** 0.160% 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|$3,141,153|$1,509,900|—|$80,150|—| | 2023|$2,834,731|$1,320,618|—|$75,000|—| | 2022|$2,634,408|$1,249,758|—|—|$455,833| ## Similar Plans - [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) — 4,267 participants - [Board Of Trustees Of Smw Lu No. 28 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-annuity-fund-plan) — 3,683 participants - [Board Of Trustees Local 580 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-002) — 3,126 participants - [Bd Of Trustees Iuoe Local 30 Pension Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-pension-fund-plan) — 2,514 participants - [Board Of Trustees Local 580 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-580-annuity-fund-plan-001) — 2,391 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) © 2026 PlanProvider.Pro