# Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-113480435-501

> Board Of Trustees's Health & Welfare plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees

- **Sponsor EIN:** 113480435

- **Sponsor Address:** 629 FIFTH AVENUE, PELHAM, NY, 10803

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 205

- **Total Assets:** $4.2M

## 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|205|$4.2M|$3.4M|$3,554|

| 2023|195|$3.9M|$3.6M|$2,926|

| 2022|233|$3.8M|$3.8M|$6,076|

## 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|

| AHALYA PERSAUD|Other Service Provider|$107,081|—|$107,081|

| GOULD, KOBRICK, & SCHLAPP P.C.|Auditor|$14,000|—|$14,000|

| UAW LOCAL 2179|Other Service Provider|$7,076|—|$7,076|

| EISNER & DICTOR, P.C.|Other Service Provider|$6,250|—|$6,250|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$5,636|—|$5,636|

### Verified Provider Profiles

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

- [GOULD, KOBRICK, & SCHLAPP P.C.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,043

- **Estimated Expense Ratio:** 3.331% 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|$183,846|$5,626|—|$14,000|—|

| 2023|$179,920|$5,002|—|$14,000|—|

| 2022|$217,038|$5,147|—|—|$24,176|

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