# Board Of Trustees Amalgamated Transit Workers Local 854 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-amalgamated-transit-workers-local-854-health-fund-850774549-501

> Board Of Trustees Amalgamated Transit Workers Local 854 Health Fund's Health & Welfare plan: 677 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Amalgamated Transit Workers Local 854 Health Fund

- **Sponsor EIN:** 850774549

- **Sponsor Address:** 260 BUTLER STREET, BROOKLYN, NY, 11217

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 677

- **Total Assets:** $410,876

## 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|677|$410,876|$6.6M|$0|

| 2023|425|$265,187|$4.3M|$0|

| 2022|412|$445,492|$4.1M|$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|

| MCCARTHY & PREECE LLP|Other Service Provider|$60,000|—|$60,000|

| PRISCILLA FARDUCHI|Other Service Provider|$38,910|—|$38,910|

| NICOLE JEAN-CHARLES|Other Service Provider|$29,362|—|$29,362|

| WEAVER & TIDWELL, LLP|Auditor|$5,508|—|$5,508|

### Verified Provider Profiles

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

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,780

- **Estimated Expense Ratio:** 32.560% 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|$180,501|—|—|$5,508|—|

| 2023|$194,258|—|—|—|—|

| 2022|$177,839|—|—|—|$95,200|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-amalgamated-transit-workers-local-854-health-fund-850774549-501)

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