Plan Snapshot
- Plan Sponsor: Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio
- Sponsor EIN: 131825849
- Sponsor Address: 1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY, 10510
- Plan Type: DB
- Total Participants: 608
- Total Assets: $271.9M
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 | 608 | $271.9M | $5.2M | $0 |
| 2023 | 599 | $242.7M | $5.7M | $0 |
| 2022 | 635 | $217.1M | $5.2M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | NONE | $359,234 | — | $359,234 |
| BANK OF NEW YORK MELLON | NONE | $219,145 | — | $219,145 |
| CONGRESS ASSET MANAGEMENT COMPANY | NONE | $92,676 | — | $92,676 |
| PINNACLE ASSOCIATES LTD. | INVESTMENT MGR | $84,978 | — | $84,978 |
| SCHULTHEIS & PANETTIERI LLP | ACCOUNTANT | $81,050 | — | $81,050 |
| LAZARD ASSET MANAGEMENT | NONE | $68,399 | — | $68,399 |
| BASIL CASTROVINCI ASSOCIATES INC. | NONE | $57,036 | — | $57,036 |
| SAGE ADVISORY SERVICES, LTD. CO. | NONE | $52,534 | — | $52,534 |
| INSIGHT NORTH AMERICA LLC | NONE | $46,402 | — | $46,402 |
| WELLS FARGO ADVISORS, LLC | INVESTMENT ADVISOR | $38,000 | — | $38,000 |
| ROBERT M. CHEVERIE & ASSOC., P.C. | ATTORNEY | $30,000 | — | $30,000 |
| CLARKE & SAMPSON, INC. | INSURANCE BROKER | — | $6,123 | $6,123 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PINNACLE ASSOCIATES LTD. — INVESTMENT MGR
- SCHULTHEIS & PANETTIERI LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,135,577
- Estimated Expense Ratio: 0.418% 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 | $1,412,714 | $742,223 | — | $55,850 | — |
| 2023 | $1,261,186 | $674,887 | — | $48,000 | — |
| 2022 | $1,203,331 | $800,610 | — | — | $150,599 |