# Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d Health & Welfare Plan Source: https://planprovider.pro/companies/bd-of-trustees-welfare-fd-of-the-iuoe-lo-unions-15-15a-15c-15d-136694320-501 > Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d's Health & Welfare plan: 2,854 participants, plan year 2025 financials, providers, and benc… Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d - **Sponsor EIN:** 136694320 - **Sponsor Address:** 44-40 11TH STREET, LONG ISLAND CITY, NY, 11101 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 2,854 - **Total Assets:** $167.0M ## 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|2,854|$167.0M|$0|$0| | 2024|2,956|$132.2M|$95.5M|$38.5M| | 2023|2,862|$109.0M|$82.0M|$31.2M| | 2022|2,861|$87.1M|$71.9M|$29.1M| ## 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| | EMPIRE HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$2,344,155|—|$2,344,155| | SCHULTHEIS & PANETTIERI, LLP|Auditor|$511,442|—|$511,442| | CVS PHARMACY, INC.|Other Service Provider|$402,697|—|$402,697| | CATHERINE CHASE|Other Service Provider|$396,825|—|$396,825| | YASIR I. ELTAYEB|Other Service Provider|$263,992|—|$263,992| | WILLIAM G. STANTON|Other Service Provider|$246,282|—|$246,282| | RICHARD A. LOPEZ|Other Service Provider|$211,062|—|$211,062| | BRADY MCGUIRE & STEINBERG, PC|ERISA Attorney|$183,044|—|$183,044| | VINCENT E. TURANO|Other Service Provider|$178,120|—|$178,120| | FLORENCE CHASE|Other Service Provider|$132,305|—|$132,305| | FRIDA DAVYDOV|Other Service Provider|$118,546|—|$118,546| | TELEMEDICINE MANAGEMENT, INC., DBA|Other Service Provider|$108,261|—|$108,261| | VANESSA D. ITURRALDE|Other Service Provider|$93,316|—|$93,316| | EFRAIN A. SEGOVIA|Other Service Provider|$81,568|—|$81,568| | JENNIFER M. MARINO|Other Service Provider|$80,665|—|$80,665| | MICHELLE A. PAONE|Other Service Provider|$80,658|—|$80,658| | THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$80,250|—|$80,250| | LETICIA GONZALES|Other Service Provider|$75,089|—|$75,089| | MOHAMED K. KARAMALI|Other Service Provider|$74,926|—|$74,926| | OLIVIA R. ADAMO|Other Service Provider|$71,960|—|$71,960| | ANGEL N. MALDONADO|Other Service Provider|$70,602|—|$70,602| | ANZHELLA IZRAILOVA|Other Service Provider|$67,307|—|$67,307| | DENISSE A. ITURRALDE|Other Service Provider|$57,189|—|$57,189| | JENNIFER Y. LIMBACKER THORNE|Other Service Provider|$31,125|—|$31,125| | ADRIANA MASKOVA-OLIVA|Other Service Provider|$29,404|—|$29,404| | KORINNE L. ROSSI|Other Service Provider|$25,719|—|$25,719| | WELLS FARGO ADVISORS|Other Service Provider|$25,000|—|$25,000| | EVEREADY GRAPHICS|Other Service Provider|$14,306|—|$14,306| | MOSAIC DATA SERVICES INC.|Other Service Provider|$10,973|—|$10,973| | CLARKE & SAMPSON, INC.|Insurance Carrier|—|$9,649|$9,649| | BRADLEY MKTG/DELUXE|Other Service Provider|$8,714|—|$8,714| ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $6,085,151 - **Estimated Expense Ratio:** 3.645% 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|$117,466,369|$25,000|—|$272,032|—| | 2024|$2,465,747|$25,000|—|$75,830|—| | 2023|$2,598,931|$56,431|—|$75,830|—| | 2022|$2,598,660|$158,480|—|—|$466,445| ## Similar Plans - [Dragados Usa, INC.](https://planprovider.pro/companies/dragados-usa-inc-401k-plan) — 2,503 participants - [Laborers Local 235 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-235-annuity-fund-plan) — 2,238 participants - [Board Of Trustees Laborers Local 235 Pension Fund](https://planprovider.pro/companies/board-of-trustees-local-235-pension-fund-plan) — 1,274 participants - [Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund](https://planprovider.pro/companies/board-of-trustees-retiree-plan-of-the-iuoe-local-15-welfare-fund-136694320-502) — 1,156 participants - [Board Of Trustees I.U.O.E. 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