# Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-pension-plan-of-the-iuoe-137-137a-137b-137c-137r-aflcio-plan

> Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio's DB plan: 608 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/pinnacle-wealth-llc) — INVESTMENT MGR

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-pension-plan-of-the-iuoe-137-137a-137b-137c-137r-aflcio-plan)

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