# Board Of Trustees Bctgm Atlantic Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-bctgm-atlantic-health-and-welfare-fund-135616752-501

> Board Of Trustees Bctgm Atlantic Health And Welfare Fund's Health & Welfare plan: 434 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Bctgm Atlantic Health And Welfare Fund

- **Sponsor EIN:** 135616752

- **Sponsor Address:** 108-15 CROSS BAY BOULEVARD, OZONE PARK, NY, 11417

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 434

- **Total Assets:** $18.1M

## 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|434|$18.1M|$8.8M|$149,860|

| 2023|422|$14.2M|$8.9M|$184,799|

| 2022|416|$10.9M|$9.0M|$218,943|

## 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|

| CADARET GRANT & CO., INC.|Investment Advisor|$167,111|—|$167,111|

| RAYMOND AQUILINO|Custodian / Trustee|$134,750|—|$134,750|

| NANCY MARTINEZ|Other Service Provider|$57,608|—|$57,608|

| HENRY J. MCKAY|Other Service Provider|$48,880|—|$48,880|

| CYNOMYS, INC.|Actuary|$42,000|—|$42,000|

| KMR SYSTEMS CORPORATION|Other Service Provider|$42,000|—|$42,000|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Other Service Provider|$37,599|—|$37,599|

| FUIMAN MOGILA, LLP|ERISA Attorney|$26,400|—|$26,400|

| CITRIN COOPERMAN & COMPANY, LLP|Other Service Provider|$24,425|—|$24,425|

| D.D. SERVICES, INC.|Other Service Provider|$12,771|—|$12,771|

| T.S. BOOKKEEPING SERVICES, INC.|Other Service Provider|$10,056|—|$10,056|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $603,600

- **Estimated Expense Ratio:** 3.332% 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|$710,507|$167,111|$12,771|—|—|

| 2023|$699,853|$145,131|$13,910|—|—|

| 2022|$667,676|$130,922|$14,122|—|$160,118|

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