# Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li DC Plan
Source: https://planprovider.pro/companies/board-of-trust-of-the-annuity-fd-of-the-electrical-industry-of-li-plan

> Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li's DC plan: 2,390 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li

- **Sponsor EIN:** 116045930

- **Sponsor Address:** 372 VANDERBILT MOTOR PARKWAY, HAUPPAUGE, NY, 117885133

- **Plan Type:** DC

- **Total Participants:** 2,390

- **Total Assets:** $445.6M

## 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|2,390|$445.6M|$15.8M|$0|

| 2023|2,386|$419.9M|$13.8M|$0|

| 2022|2,345|$399.7M|$12.3M|$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|

| UNION LABOR LIFE INSURANCE COMPANY|NONE|$144,099|—|$144,099|

| BANK OF NEW YORK MELLON|NONE|$111,953|—|$111,953|

| PANAGORA ASSET MANAGEMENT|NONE|$106,404|—|$106,404|

| LOOMIS SAYLES TRUST COMPANY, LLC|NONE|$103,045|—|$103,045|

| NATIONAL INVESTMENT SERVICES|NONE|$88,185|—|$88,185|

| SEGAL MARCO ADVISORS|NONE|$73,860|—|$73,860|

| LSV ASSET MANAGEMENT|NONE|$65,820|—|$65,820|

| SCHULTHEIS & PANETTIERI, LLP|NONE|$52,000|—|$52,000|

| ARCHER, BYINGTON, GLENNON & LEVINE|ATTORNEY|$29,250|—|$29,250|

| BERARD & ASSOCIATES, CPA'S PC|NONE|$6,100|—|$6,100|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $780,716

- **Estimated Expense Ratio:** 0.175% 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|$1,319,050|$600,757|—|$52,000|—|

| 2023|$1,225,312|—|—|$55,400|—|

| 2022|$1,210,445|$704,928|—|—|$82,130|

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