# Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-gen-l-blg-laborers-local-66-welfare-fund-111627279-501

> Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund's Health & Welfare plan: 423 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund

- **Sponsor EIN:** 111627279

- **Sponsor Address:** 1600 WALT WHITMAN ROAD, MELVILLE, NY, 11747

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 423

- **Total Assets:** $41.7M

## 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|423|$41.7M|$13.1M|$2.9M|

| 2023|423|$49.5M|$12.6M|$2.8M|

| 2022|423|$34.9M|$12.9M|$3.0M|

## 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|

| MAGNACARE ADMINISTRATIVE SERVICES|Other Service Provider|$301,377|$57,204|$358,581|

| THE SEGAL CO. (EASTERN STATES), INC|Other Service Provider|$151,828|$62,265|$214,093|

| SCHULTHEIS & PANETTIERI LLP|Auditor|$167,574|—|$167,574|

| ALLEN MARMOR|Other Service Provider|$143,635|—|$143,635|

| ADAM GLASER|Other Service Provider|$111,319|—|$111,319|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$102,080|—|$102,080|

| FLORENCE HILBRANDT|Other Service Provider|$101,439|—|$101,439|

| HIGH LEVEL TECHNOLOGIES, INC.|Other Service Provider|$97,468|—|$97,468|

| GARY JUNE|Other Service Provider|$89,738|—|$89,738|

| LOUISE PERUGINI|Other Service Provider|$88,887|—|$88,887|

| DEBORAH ROMANECK|Other Service Provider|$79,442|—|$79,442|

| FARCJITT BERNARD|Other Service Provider|$66,400|—|$66,400|

| ILIANNETTE READ|Other Service Provider|$56,505|—|$56,505|

| ANA ZAPPASODI|Other Service Provider|$52,383|—|$52,383|

| WENDY HEID|Other Service Provider|$51,975|—|$51,975|

| LAVELLE LAW & ASSOCIATES, P.C.|Other Service Provider|$45,000|—|$45,000|

| ALLISON O'ROURKE|Other Service Provider|$43,865|—|$43,865|

| PROSKAUER ROSE, LLP|Other Service Provider|$40,310|—|$40,310|

| LAZARD ASSET MANAGEMENT, LLC|Other Service Provider|$39,545|—|$39,545|

| LABOR EDU & COMM SVC AGENCY|Other Service Provider|$30,000|—|$30,000|

| LABOR FIRST LLC|Other Service Provider|—|$22,502|$22,502|

| ADMINISTRATIVE SERVICES ONLY, INC.|Other Service Provider|$13,968|—|$13,968|

| DAHAB ASSOCIATES, INC|Other Service Provider|$10,090|—|$10,090|

| CS MCKEE|Other Service Provider|$6,979|—|$6,979|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,033,778

- **Estimated Expense Ratio:** 4.881% 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|$1,579,518|$56,162|—|$84,316|—|

| 2023|$1,556,392|$50,658|—|$73,230|—|

| 2022|$1,477,105|$48,741|—|—|$381,571|

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