Plan Snapshot
- Plan Sponsor: Board Of Trustees Drywall Tapers Insurance Fund
- Sponsor EIN: 133562352
- Sponsor Address: 36-16 33RD STREET, LONG ISLAND CITY, NY, 11106
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 676
- Total Assets: $12.5M
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 | 676 | $12.5M | $23.7M | $27,416 |
| 2023 | 643 | $10.7M | $21.6M | $36,689 |
| 2022 | 922 | $9.7M | $19.8M | $34,965 |
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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | Other Service Provider | $442,156 | — | $442,156 |
| METROPOLITAN MANAGEMENT INC. | Other Service Provider | $273,494 | — | $273,494 |
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | — | $156,499 | $156,499 |
| MARSHALL & MOSS,PAYROLL COMPLIANCE | Other Service Provider | $138,742 | — | $138,742 |
| ERIKA PEREZ | Other Service Provider | $119,986 | — | $119,986 |
| JOSEPH RAMAGLIA | Other Service Provider | — | $114,797 | $114,797 |
| KMR SYSTEMS CORP | Other Service Provider | $78,845 | — | $78,845 |
| THE SEGAL COMPANY | Other Service Provider | $62,400 | — | $62,400 |
| PITTA LLP | Other Service Provider | $60,000 | — | $60,000 |
| MARSHALL & MOSS,LLP | Other Service Provider | $59,253 | — | $59,253 |
| LONG ISLAND SERVER SOLUTIONS | Other Service Provider | $42,757 | — | $42,757 |
| BARNES, IACCARINO, & SHEPERD LLP | Other Service Provider | $30,000 | — | $30,000 |
| ADMINISTRATIVE SERVICES ONLY | Other Service Provider | $27,353 | — | $27,353 |
| WORKFORCE ASSISTANCE PROGRAMS | Other Service Provider | $26,880 | — | $26,880 |
| MELISSA VELAZQUEZ | Other Service Provider | $26,180 | — | $26,180 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $25,063 | — | $25,063 |
| EMPIRX HEALTH | Other Service Provider | $22,941 | — | $22,941 |
| IRON MOUNTAIN INC | Other Service Provider | $21,790 | — | $21,790 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $7,000 | — | $7,000 |
| AMALGAMATED BANK OF NY | Other Service Provider | $6,370 | — | $6,370 |
| DANIEL H. COOK ASSOCIATES, INC. | Other Service Provider | $6,031 | — | $6,031 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $5,352 | — | $5,352 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,753,889
- Estimated Expense Ratio: 14.005% 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 | $1,400,583 | $18,722 | — | $32,278 | — |
| 2023 | $1,216,914 | $14,024 | — | $32,230 | — |
| 2022 | $1,196,448 | $22,949 | — | — | $365,823 |