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
- Plan Number: 001
- Total Participants: 1,436
- Total Assets: $295.7M
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 | 1,436 | $295.7M | $0 | $0 |
| 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. | Other Service Provider | $273,792 | — | $273,792 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $146,150 | — | $146,150 |
| SCHULTHEIS & PANETTIERI LLP | Other Service Provider | $86,003 | — | $86,003 |
| PINNACLE ASSOCIATES LTD | Investment Advisor | $74,706 | — | $74,706 |
| BASIL CASTROVINCI ASSOCIATES INC. | Other Service Provider | $57,036 | — | $57,036 |
| LAZARD ASSET MANAGEMENT | Other Service Provider | $55,755 | — | $55,755 |
| SAGE ADVISORY SERVICES, LTD | Other Service Provider | $53,550 | — | $53,550 |
| WELLS FARGO ADVISORS LLC | Investment Advisor | $43,000 | — | $43,000 |
| INSIGHT NORTH AMERICA LLC | Other Service Provider | $39,121 | — | $39,121 |
| CONGRESS ASSET MANAGEMENT COMPANY | Other Service Provider | $30,435 | — | $30,435 |
| ROBERT M. CHEVERIE & ASSOC. P.C. | ERISA Attorney | $30,000 | — | $30,000 |
| MADISON INVESTMENT ADVISORS, LLC | Other Service Provider | $18,585 | — | $18,585 |
| TPA COMPUTER CORP | Other Service Provider | $7,800 | — | $7,800 |
| CLARKE & SAMPSON, INC. | Insurance Carrier | — | $6,013 | $6,013 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $921,946
- Estimated Expense Ratio: 0.312% 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 | $14,639,816 | $570,359 | — | $63,273 | — |
| 2024 | $1,412,714 | $742,223 | — | $55,850 | — |
| 2023 | $1,261,186 | $674,887 | — | $48,000 | — |
| 2022 | $1,203,331 | $800,610 | — | — | $150,599 |