Plan Snapshot
- Plan Sponsor: Bd Of Trustees Iuoe Local 30 Group Legal Services
- Sponsor EIN: 112741909
- Sponsor Address: 16-16 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 11357
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,882
- Total Assets: $667,250
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 | 3,882 | $667,250 | $0 | $0 |
| 2024 | 3,705 | $707,586 | $328,291 | $0 |
| 2023 | 3,615 | $650,272 | $283,301 | $0 |
| 2022 | 3,406 | $515,470 | $273,812 | $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 |
|---|---|---|---|---|
| BRIGID WEINGARTNER | Other Service Provider | $164,199 | — | $164,199 |
| O'SHEA & ASSOCIATES | Other Service Provider | $48,000 | — | $48,000 |
| THE LAW OFFICE OF JEANNE M. CORREA | Other Service Provider | $48,000 | — | $48,000 |
| BARNES, IACCARINO & SHEPHARD | Other Service Provider | $9,750 | — | $9,750 |
| NOVAK FRANCELLA, LLC | Other Service Provider | $8,500 | — | $8,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $278,449
- Estimated Expense Ratio: 41.731% 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 | $359,134 | — | — | $8,500 | — |
| 2024 | $71,559 | — | — | $9,500 | — |
| 2023 | $63,229 | — | — | $8,000 | — |
| 2022 | $44,167 | — | — | — | $19,206 |