# Bd Of Trustees Iuoe Local 30 Benefits Fund Health & Welfare Plan Source: https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-benefits-fund-132873303-501 > Bd Of Trustees Iuoe Local 30 Benefits Fund's Health & Welfare plan: 3,017 participants, plan year 2025 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2025. ## 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| ## 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 Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio](https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501) — 5,332 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 [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-benefits-fund-132873303-501) © 2026 PlanProvider.Pro