# Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-retiree-plan-of-the-iuoe-local-137-welfare-fund-131739714-502

> Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund's Health & Welfare plan: 241 participants, plan year 2025 financials, providers, and benchmark…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund

- **Sponsor EIN:** 131739714

- **Sponsor Address:** 1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY, 10510

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 241

- **Total Assets:** $41,163

## 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|241|$41,163|$0|$0|

| 2024|240|$10,000|$2.4M|$0|

| 2023|246|$11,772|$1.7M|$0|

| 2022|252|$27,919|$1.5M|$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|$10,500|—|$10,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,500

- **Estimated Expense Ratio:** 25.508% 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|$1,479,278|—|—|—|—|

| 2024|$76,178|—|—|—|—|

| 2023|$58,075|—|—|—|—|

| 2022|$46,880|—|—|—|—|

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