# Bd Of Trustees Of Paul Collins Jr. Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-paul-collins-jr-scholarship-fund-113281606-501

> Bd Of Trustees Of Paul Collins Jr. Scholarship Fund's Health & Welfare plan: 199 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 Of Paul Collins Jr. Scholarship Fund

- **Sponsor EIN:** 113281606

- **Sponsor Address:** 50-02 5TH STREET, STE A, LONG ISLAND CITY, NY, 11101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 199

- **Total Assets:** $691,960

## 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|199|$691,960|$0|$0|

| 2024|220|$659,126|$30,160|$622|

| 2023|202|$639,328|$29,839|$0|

| 2022|217|$626,189|$31,819|$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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$14,000|—|$14,000|

| COLLERAN, O'HARA & MILLS LLP|ERISA Attorney|$5,245|—|$5,245|

| REYNOLDS CONSULTING|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:** $24,245

- **Estimated Expense Ratio:** 3.504% 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|$107,434|$6,082|—|$14,000|—|

| 2024|$59,447|$6,066|—|$12,000|—|

| 2023|$60,229|$6,041|—|$12,000|—|

| 2022|$49,244|$6,020|—|—|$18,944|

## 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-of-paul-collins-jr-scholarship-fund-113281606-501)

© 2026 PlanProvider.Pro