# Board Of Trustees Boilermakers Local 5, Zone 5 Cba Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-boilermakers-local-5-zone-5-cba-scholarship-fund-926679130-501

> Board Of Trustees Boilermakers Local 5, Zone 5 Cba Scholarship Fund's Health & Welfare plan: 363 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Boilermakers Local 5, Zone 5 Cba Scholarship Fund

- **Sponsor EIN:** 926679130

- **Sponsor Address:** 24 VAN SICLEN AVENUE, FLORAL PARK, NY, 11001

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 363

- **Total Assets:** $91,775

## 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|363|$91,775|$63,841|$0|

| 2023|106|$27,130|$27,280|$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|

| GOULD, KOBRICK, & SCHLAPP, P.C.|Auditor|$1,500|—|$1,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,500

- **Estimated Expense Ratio:** 1.634% 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|$1,650|—|—|$1,500|—|

| 2023|$1,650|—|—|—|—|

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