# Bd Of Trustees Bctgm Local 53 Health Benefits Fund 401(k) Plan
Source: https://planprovider.pro/companies/bd-of-trustees-bctgm-local-53-health-benefits-fund-111782177-501

> Bd Of Trustees Bctgm Local 53 Health Benefits Fund's 401(k) plan: 1,573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Bctgm Local 53 Health Benefits Fund

- **Sponsor EIN:** 111782177

- **Sponsor Address:** 1425 BROAD STREET, SUITE 4, CLIFTON, NJ, 07013

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,573

- **Total Assets:** $29.7M

## 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|1,573|$29.7M|$32.1M|$48,002|

| 2023|1,685|$25.0M|$32.5M|$28,018|

| 2022|1,633|$17.9M|$30.4M|$52,004|

## 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|Other Service Provider|$882,024|—|$882,024|

| QUANTUM FINANCIAL STRATEGIES|Other Service Provider|$180,363|—|$180,363|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$144,772|—|$144,772|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$143,734|—|$143,734|

| WEAVER AND TIDWELL LLP|Auditor|$96,266|—|$96,266|

| FUIMAN MOGILA LLP|Other Service Provider|$78,000|—|$78,000|

| AMY SLYVCHAK|Other Service Provider|$69,531|—|$69,531|

| CADARET GRANT|Other Service Provider|$62,153|—|$62,153|

| KESTRA INVESTMENT SERVICES LLC|Investment Advisor|$61,231|—|$61,231|

| GLADYS RODRIGUEZ|Other Service Provider|$60,053|—|$60,053|

| ILIANA OROZCO|Other Service Provider|$59,195|—|$59,195|

| DICKINSON GROUP, LLC|Other Service Provider|$35,208|—|$35,208|

| SUN LIFE CAPITAL MANAGEMENT(US) LLC|Other Service Provider|$25,153|—|$25,153|

| LOOMIS SAYLES & COMPANY, L.P.|Other Service Provider|$9,158|—|$9,158|

### 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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/christensen-group-financial-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,906,841

- **Estimated Expense Ratio:** 6.418% 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|$2,303,378|$161,977|$1,492,974|$96,266|—|

| 2023|$1,843,762|$91,218|$1,114,836|$81,354|—|

| 2022|$1,723,773|$47,580|$1,113,648|—|$166,587|

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