# Bd Of Trustees-Legacy Plan Of The National Retirement Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-legacy-plan-of-the-national-retirement-fund-plan

> Bd Of Trustees-Legacy Plan Of The National Retirement Fund's DB plan: 8,379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees-Legacy Plan Of The National Retirement Fund

- **Sponsor EIN:** 136130178

- **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910

- **Plan Type:** DB

- **Total Participants:** 8,379

- **Total Assets:** $1.9B

## 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.|

| 2024|8,379|$1.9B|$48.4M|$0|

| 2023|10,704|$1.8B|$36.3M|$0|

| 2022|11,294|$1.7B|$44.3M|$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|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|OWNED BY PARTY-IN-INT|$10,978,000|—|$10,978,000|

| SCHULTE ROTH & ZABEL LLP|NONE|$2,218,548|—|$2,218,548|

| ALIGRAPHICS, A DIVISION OF AEBA|OWNED BY PARTY-IN-INT|$1,143,659|—|$1,143,659|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$698,309|—|$698,309|

| HAMILTON LANE ADVISORS, LLC|NONE|$399,154|$262,000|$661,154|

| AMALGAMATED BANK|PARTY-IN-INT|$548,903|$4,877|$553,780|

| HORIZON ACTUARIAL SERVICES, LLC|NONE|$489,813|—|$489,813|

| LAZARD ASSET MANAGEMENT, LLC|NONE|$426,095|—|$426,095|

| SKYHARBOR CAPITAL MANAGEMENT, LLC|NONE|$281,591|—|$281,591|

| MARINER INSTITUTIONAL, LLC|NONE|$262,500|—|$262,500|

| AMALGAMATED LIFE INSURANCE COMPANY|OWNED BY PARTY-IN-INT|$256,139|—|$256,139|

| NOVAK FRANCELLA LLC|NONE|$252,000|—|$252,000|

| VIRTUAL BENEFITS ADMINISTRATORS|NONE|$198,883|—|$198,883|

| DIMENSIONAL FUND ADVISORS, LP|NONE|$158,212|—|$158,212|

| WILLIAM BLAIR INVESTMENT MANAGEMENT|NONE|$140,558|—|$140,558|

| SOVOS COMPLIANCE, LLC|NONE|—|$131,889|$131,889|

| SOUTHERN REGIONAL JOINT BOARD, WORK|PARTY-IN-INT|$129,207|—|$129,207|

| PARAMETRIC PORTFOLIO ASSOCIATES, LL|NONE|$118,362|—|$118,362|

| ZELIS PAYMENT HOLDINGS, LLC|NONE|—|$114,356|$114,356|

| CHICAGO AND MIDWEST REGIONAL JOINT|PARTY-IN-INT|$110,754|—|$110,754|

| ALLIANT INSURANCE SERVICES, INC.|NONE|—|$101,938|$101,938|

| GENSTAR CAPITAL PARTNERS, LLC|NONE|—|$63,211|$63,211|

| SS & C TECHNOLOGIES, INC.|NONE|—|$57,377|$57,377|

| LANDMARK EQUITY ADVISORS, LLC|NONE|—|$47,948|$47,948|

| ETHAN E KRA ACTUARIAL SERVICES, LLC|NONE|$41,545|—|$41,545|

| HIRTLE, CALLAGHAN & CO., LLC|NONE|$39,767|—|$39,767|

| STOUT RISIUS ROSS, LLC|NONE|$28,528|—|$28,528|

| PENNSYLVANIA JOINT BOARD, WORKERS U|PARTY-IN-INT|$25,363|—|$25,363|

| NEW YORK NEW JERSEY REGIONAL JOINT|PARTY-IN-INT|$19,809|—|$19,809|

| STANLEY L AIGES|NONE|$19,750|—|$19,750|

| KELSO & COMPANY, L.P.|NONE|—|$14,837|$14,837|

| PHILADELPHIA JOINT BOARD, WORKERS U|PARTY-IN-INT|$10,658|—|$10,658|

| VERITEXT|NONE|$7,885|—|$7,885|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [AMALGAMATED LIFE INSURANCE COMPANY](https://planprovider.pro/provider/milliman) — OWNED BY PARTY-IN-INT

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,802,425

- **Estimated Expense Ratio:** 1.070% 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|

| 2024|$27,437,299|$2,982,231|$11,272,508|$158,846|—|

| 2023|$27,662,690|$4,867,137|$10,875,947|$169,081|—|

| 2022|$28,890,707|$5,554,513|$10,674,745|—|$3,779,288|

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