Plan Snapshot
- Plan Sponsor: Bd Of Trustees Iuoe Local 30 Pension Fund
- Sponsor EIN: 516045848
- Sponsor Address: 16-16 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 113573055
- Plan Type: DB
- Plan Number: 001
- Total Participants: 5,116
- Total Assets: $406.2M
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 | 5,116 | $406.2M | $0 | $0 |
| 2024 | 2,514 | $367.2M | $22.8M | $0 |
| 2023 | 2,396 | $331.1M | $20.6M | $0 |
| 2022 | 2,205 | $302.9M | $18.3M | $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 |
|---|---|---|---|---|
| LORD ABBETT & CO. | Other Service Provider | $184,715 | — | $184,715 |
| COMERICA BANK & TRUST, NA | Other Service Provider | $165,492 | — | $165,492 |
| SELECT EQUITY GROUP, INC. | Other Service Provider | $150,651 | — | $150,651 |
| THE SEGAL COMPANY | Other Service Provider | $132,969 | — | $132,969 |
| GRAHAM CAPITAL MANAGEMENT LP | Other Service Provider | — | $130,138 | $130,138 |
| COLLEEN BRINDISI | Other Service Provider | $123,854 | — | $123,854 |
| WHITESTAR ADVISORS LLC | Other Service Provider | $93,752 | — | $93,752 |
| FRANK D. GREENBERG | Other Service Provider | $89,254 | — | $89,254 |
| WELLINGTON TRUST COMPANY NA | Other Service Provider | $74,438 | — | $74,438 |
| MARSHALL & MOSS PAYROLL COMPLIANCE | Other Service Provider | $63,159 | — | $63,159 |
| GROSVENOR CAPITAL MANAGEMENT LP | Other Service Provider | — | $60,212 | $60,212 |
| SEGAL ADVISORS INC | Other Service Provider | $59,000 | — | $59,000 |
| BARNES,IACCARINO & SHEPHERD,LLP | ERISA Attorney | $57,000 | — | $57,000 |
| NOVAK FRANCELLA LLC | Other Service Provider | $50,000 | — | $50,000 |
| COMPREHENSIVE HEALTHCARE SYSTEMS IN | Other Service Provider | $33,160 | — | $33,160 |
| GAIL DISALVO | Other Service Provider | $30,034 | — | $30,034 |
| STARFIRE PRINTING | Other Service Provider | $22,323 | — | $22,323 |
| MARSHALL & MOSS, LLP | Other Service Provider | $12,283 | — | $12,283 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,532,434
- Estimated Expense Ratio: 0.377% 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 | $22,345,573 | $1,248,809 | — | $50,000 | — |
| 2024 | $1,853,851 | $846,784 | — | $50,000 | — |
| 2023 | $1,821,547 | $893,097 | — | $49,000 | — |
| 2022 | $1,845,714 | $979,286 | — | — | $287,035 |