# Bd Of Trustees Iuoe Local 30 Group Legal Services Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-group-legal-services-112741909-501

> Bd Of Trustees Iuoe Local 30 Group Legal Services's Health & Welfare plan: 3,882 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## 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|

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