Plan Snapshot
- Plan Sponsor: Board Of Trustees Fulton Fish Market Welfare Fund
- Sponsor EIN: 135562786
- Sponsor Address: 1040 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 211
- Total Assets: $10.2M
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 | 211 | $10.2M | $4.3M | $20,915 |
| 2023 | 216 | $10.3M | $4.8M | $37,112 |
| 2022 | 220 | $10.1M | $5.0M | $30,361 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $198,941 | $2,242 | $201,183 |
| DANIEL H. COOK ASSOCIATES, INC. | Other Service Provider | $124,176 | — | $124,176 |
| CALIBRE CPA GROUP PLLC | Auditor | $45,529 | — | $45,529 |
| KAUFF MCGUIRE & MARGOLIS LLP | Other Service Provider | $36,684 | — | $36,684 |
| BROWN AND BROWN | Other Service Provider | $32,083 | — | $32,083 |
| HERCULES HEALTH TECHNOLOGIES | Other Service Provider | $18,728 | — | $18,728 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $17,500 | — | $17,500 |
| NEW ENGLAND PENSION CONSULTANTS | Recordkeeper | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
- NEW ENGLAND PENSION CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $480,883
- Estimated Expense Ratio: 4.714% 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 | $251,348 | $5,000 | $81,260 | $29,477 | — |
| 2023 | $342,813 | $5,000 | $71,700 | $40,454 | — |
| 2022 | $286,210 | $5,000 | $71,700 | — | $173,147 |