# Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-135638505-501

> Board Of Trustees's Health & Welfare plan: 4,331 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:** 135638505

- **Sponsor Address:** 10 EXCHANGE PLACE SUITE 1400, JERSEY CITY, NJ, 07302

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,331

- **Total Assets:** $11.9M

## 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|4,331|$11.9M|$18.2M|$0|

| 2023|3,713|$11.5M|$17.2M|$0|

| 2022|3,713|$10.8M|$20.1M|$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|

| MILA MANAGED HEALTH CARE|Other Service Provider|$5,906,374|—|$5,906,374|

| MET LIFE|Insurance Carrier|$3,475,003|—|$3,475,003|

| THOMAS OMIATEK|Other Service Provider|$279,694|—|$279,694|

| JENNIFER FREEDBERG-BERKOFF|Other Service Provider|$228,661|—|$228,661|

| JACQUELINE SCARPARI|Other Service Provider|$191,719|—|$191,719|

| ROBERT FIORE|Other Service Provider|$179,183|—|$179,183|

| BILLIE JEAN EASLEY|Other Service Provider|$112,612|—|$112,612|

| MEGAN CALLAGHAN|Other Service Provider|$95,139|—|$95,139|

| BRENDA DANIELS|Other Service Provider|$92,915|—|$92,915|

| THE LAMBOS FIRM LLP|Other Service Provider|$91,800|—|$91,800|

| MAZZOLA MARDON, P.C.|Other Service Provider|$91,031|—|$91,031|

| PEARLINE BENNETT|Other Service Provider|$85,050|—|$85,050|

| ADRIANA COSTA|Other Service Provider|$80,886|—|$80,886|

| ELYSE LEVINE|Other Service Provider|$74,824|—|$74,824|

| PREMIER BENEFIT PLANS, INC.|Insurance Carrier|$62,398|—|$62,398|

| THE LOOMIS COMPANY|Recordkeeper|$44,340|—|$44,340|

| DESENA & CO. CPAS, LLC|Auditor|$36,967|—|$36,967|

| THE SEGAL COMPANY|Actuary|$17,380|—|$17,380|

| ADP, INC.|Other Service Provider|$12,125|—|$12,125|

| J. GRAHAM INC|Auditor|$7,500|—|$7,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,165,601

- **Estimated Expense Ratio:** 93.809% 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|$2,769,019|—|—|$59,439|—|

| 2023|$2,736,498|—|—|$51,478|—|

| 2022|$2,544,627|—|—|—|$284,290|

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