Plan Snapshot
- Plan Sponsor: Bd Of Trustees Iuoe Local 30 Benefits Fund
- Sponsor EIN: 132873303
- Sponsor Address: 16-16 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 113573055
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,017
- Total Assets: $101.7M
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. |
|---|---|---|---|---|
| 2025 | 3,017 | $101.7M | $0 | $0 |
| 2024 | 2,871 | $109.2M | $84.4M | $424,914 |
| 2023 | 2,758 | $116.0M | $77.5M | $407,816 |
| 2022 | 2,656 | $105.2M | $73.3M | $332,157 |
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 |
|---|---|---|---|---|
| CVS CAREMARK | Other Service Provider | $13,165,578 | — | $13,165,578 |
| ANTHEM BLUE CROSS | Other Service Provider | $1,833,882 | — | $1,833,882 |
| COMPREHENSIVE PROFESSIONAL SYS. INC | Other Service Provider | $415,139 | — | $415,139 |
| THE SEGAL COMPANY | Other Service Provider | $189,500 | $89,523 | $279,023 |
| THE OPTIMUMU, LLC | Other Service Provider | $220,000 | — | $220,000 |
| DONNA OWENS | Other Service Provider | $153,429 | — | $153,429 |
| MARSHALL & MOSS PAYROLL COMPLIANCE | Other Service Provider | $148,423 | — | $148,423 |
| DARREN TURTON | Other Service Provider | $134,101 | — | $134,101 |
| GAIL DISALVO | Other Service Provider | $118,260 | — | $118,260 |
| NORTHWELL HEALTH | Other Service Provider | $111,000 | — | $111,000 |
| TAYLOR MOROSKY | Other Service Provider | $89,136 | — | $89,136 |
| STARFIRE PRINTING | Other Service Provider | $87,207 | — | $87,207 |
| MARYANN PESA | Other Service Provider | $84,847 | — | $84,847 |
| BRIGID AHERN | Other Service Provider | $73,771 | — | $73,771 |
| BARNES,IACCARINO & SHEPHERD, LLC | Other Service Provider | $65,997 | — | $65,997 |
| UNITED HEALTHCARE INSURANCE CO. | Other Service Provider | $65,308 | — | $65,308 |
| FRANK GREENBERG | Other Service Provider | $61,653 | — | $61,653 |
| COMPREHENSIVE HEALTHCARE SYSTEMS IN | Other Service Provider | $59,863 | — | $59,863 |
| ELISA RODRIGUEZ | Other Service Provider | $56,662 | — | $56,662 |
| NOVAK FRANCELLA LLC | Other Service Provider | $53,594 | — | $53,594 |
| SEGAL ADVISORS INC | Other Service Provider | $49,000 | — | $49,000 |
| GENERAL VISION SERVICES, LLC | Other Service Provider | $47,365 | — | $47,365 |
| MARIE SCATURRO | Other Service Provider | $37,411 | — | $37,411 |
| CHRISTINE CALLAHAN | Other Service Provider | $35,282 | — | $35,282 |
| AGNES DOWNES | Other Service Provider | $33,747 | — | $33,747 |
| WHITESTAR ADVISORS LLC | Other Service Provider | $31,248 | — | $31,248 |
| COURTNEY MUNCH | Other Service Provider | $30,007 | — | $30,007 |
| MARSHALL & MOSS, LLP | Other Service Provider | $24,565 | — | $24,565 |
| INNER IMAGING, PC | Other Service Provider | $21,750 | — | $21,750 |
| AMALGAMATED BANK | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,592,248
- Estimated Expense Ratio: 17.303% 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 |
|---|---|---|---|---|---|
| 2025 | $106,748,539 | $80,248 | — | $53,594 | — |
| 2024 | $2,074,494 | $69,060 | — | $53,000 | — |
| 2023 | $2,181,032 | $61,248 | — | $55,500 | — |
| 2022 | $2,350,449 | $102,801 | — | — | $436,775 |