# Board Of Trustees, Bakers Union Local 37 Health & Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-bakers-union-local-37-health-956048924-501

> Board Of Trustees, Bakers Union Local 37 Health &'s Health & Welfare plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Bakers Union Local 37 Health &

- **Sponsor EIN:** 956048924

- **Sponsor Address:** 118 N BEDFORD RD STE 100, MOUNT KISCO, NY, 10549

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 644

- **Total Assets:** $6.1M

## 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|644|$6.1M|$11.6M|$0|

| 2023|659|$7.0M|$12.2M|$0|

| 2022|693|$6.9M|$11.6M|$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|

| QUANTUM FINANCIAL STRATEGIES, INC|Other Service Provider|$92,883|—|$92,883|

| FUIMAN MOGILA LLP|Other Service Provider|$77,518|—|$77,518|

| RAEL & LETSON|Other Service Provider|$31,280|—|$31,280|

| MILLER KAPLAN ARASE LLP|Auditor|$31,000|—|$31,000|

| QUEST INVESTMENT MANAGER|Other Service Provider|$9,426|—|$9,426|

| COMPLIANCE VERIFICATION, INC.|Other Service Provider|$6,686|—|$6,686|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $248,793

- **Estimated Expense Ratio:** 4.046% 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|$266,182|$9,426|$92,883|$31,000|—|

| 2023|$218,453|$6,642|$91,781|$13,000|—|

| 2022|$186,441|$8,756|$107,940|—|$42,611|

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