Plan Snapshot
- Plan Sponsor: Board Of Trustees Consolidated Retirement Fund
- Sponsor EIN: 133177000
- Sponsor Address: 333 WESTCHESTER AVE SUITE N-101, WHITE PLAINS, NY, 10604
- Plan Type: DB
- Total Participants: 1,042
- Total Assets: $492.3M
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 | 1,042 | $492.3M | $16.3M | $0 |
| 2023 | 1,046 | $477.1M | $15.7M | $0 |
| 2022 | 1,034 | $445.3M | $14.7M | $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 |
|---|---|---|---|---|
| AMALGAMATED BANK | Other Service Provider | $777,123 | — | $777,123 |
| SCHULTE ROTH AND ZABEL LLP | ERISA Attorney | $409,213 | — | $409,213 |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | Other Service Provider | $246,655 | — | $246,655 |
| JOHNSTON ASSET MANAGEMENT | Other Service Provider | $193,658 | — | $193,658 |
| HORIZON | Other Service Provider | $154,443 | — | $154,443 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | $48,384 | $60,000 | $108,384 |
| TELUS HEALTH | Other Service Provider | $93,540 | — | $93,540 |
| NOVAK FRANCELLA LLC | Auditor | $58,000 | — | $58,000 |
| ALLIANT INSURANCE SERVICES INC | Other Service Provider | — | $40,777 | $40,777 |
| CYNOMYS,INC. | Other Service Provider | $38,543 | — | $38,543 |
| ANDCO CONSULTING | Other Service Provider | $35,000 | — | $35,000 |
| BEINS AXELROD P.C. | Other Service Provider | $20,028 | — | $20,028 |
| SS & C TECHNOLOGIES INC | Other Service Provider | — | $15,938 | $15,938 |
| GENSTAR CAPITAL PARTNERS VII, L.P. | Other Service Provider | — | $15,803 | $15,803 |
| ALIGRAPHICS, A DIV. OF ALICARE INC | Other Service Provider | $6,870 | — | $6,870 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE ROTH AND ZABEL LLP — ERISA Attorney
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,213,975
- Estimated Expense Ratio: 0.450% 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 | $2,357,665 | $816,702 | $246,655 | $58,000 | — |
| 2023 | $2,164,911 | $788,708 | $246,225 | $58,000 | — |
| 2022 | $1,825,966 | $750,756 | $244,894 | — | $701,229 |