# Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-bp-cm-local-534-health-and-welfare-plan-046049991-501

> Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan's Health & Welfare plan: 206 participants, plan year 2025 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan

- **Sponsor EIN:** 046049991

- **Sponsor Address:** 7 FREDERIKA STREET, BOSTON, MA, 02124

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 206

- **Total Assets:** $8.8M

## 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|206|$8.8M|$0|$0|

| 2024|212|$9.1M|$4.5M|$6,217|

| 2023|232|$9.8M|$4.7M|$13,365|

| 2022|245|$9.8M|$5.3M|$7,854|

## 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|

| BLUE CROSS BLUE SHIELD OF MASS|Other Service Provider|$167,659|—|$167,659|

| GAIL MILLS|Other Service Provider|$55,563|—|$55,563|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$47,157|—|$47,157|

| AIMEE LINCOLN|Other Service Provider|$34,998|—|$34,998|

| ANGELA BASIEN|Other Service Provider|$31,239|—|$31,239|

| BOSTON TRUST WALDEN COMPANY|Other Service Provider|$28,482|—|$28,482|

| CAMPBELL DEVASTO & ASSOCIATES CPA|Other Service Provider|$23,126|—|$23,126|

| KRAKOW & SOURIS LLC|Other Service Provider|$16,750|—|$16,750|

| ALTUS DENTAL|Other Service Provider|$13,338|—|$13,338|

| CBIZ SAVITZ|Other Service Provider|$12,500|—|$12,500|

| MODERN ASSISTANCE|Other Service Provider|$12,113|—|$12,113|

| THE HILB GROUP OF NE|Other Service Provider|—|$6,145|$6,145|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $449,070

- **Estimated Expense Ratio:** 5.084% 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|$6,304,191|$30,482|—|$23,126|—|

| 2024|$622,070|$28,308|$214,840|$17,795|—|

| 2023|$609,171|$29,205|—|—|—|

| 2022|$548,472|$25,643|—|—|$61,565|

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