Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 136796362
- Sponsor Address: 10 EXCHANGE PLACE SUITE 1400, JERSEY CITY, NJ, 07302
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 7,987
- Total Assets: $361,908
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 | 7,987 | $361,908 | $0 | $0 |
| 2024 | 4,164 | $351,640 | $0 | $0 |
| 2023 | 3,970 | $337,909 | $0 | $0 |
| 2022 | 3,573 | $311,681 | $0 | $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 |
|---|---|---|---|---|
| INTERNATIONAL SCHOLARSHIP & TUITION | Other Service Provider | $11,992 | — | $11,992 |
| OFFICIAL OFFSET CORP | Other Service Provider | $6,189 | — | $6,189 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,181
- Estimated Expense Ratio: 5.024% 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 | $217,371 | — | — | $3,850 | — |
| 2024 | $27,596 | — | — | $3,713 | — |
| 2023 | $33,505 | — | — | $3,747 | — |
| 2022 | $23,482 | — | — | — | $5,663 |