# Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-136796362-510

> Board Of Trustees's Health & Welfare plan: 7,987 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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