Plan Snapshot
- Plan Sponsor: Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A.
- Sponsor EIN: 133593163
- Sponsor Address: P.O. BOX 58, MOUNTAINVILLE, NY, 10953
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 235
- Total Assets: $16.2M
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 | 235 | $16.2M | $7.6M | $0 |
| 2023 | 180 | $14.9M | $7.6M | $0 |
| 2022 | 196 | $12.7M | $5.7M | $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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD PPO | Other Service Provider | $174,638 | — | $174,638 |
| LABOR FIRST | Other Service Provider | $47,411 | — | $47,411 |
| BOLTON PARTNERS NORTHEAST, INC. | Other Service Provider | $33,600 | — | $33,600 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS A | Auditor | $26,900 | — | $26,900 |
| STACEY BRAUN ASSOCIATES, INC | Other Service Provider | $25,047 | — | $25,047 |
| WILMINGTON TRUST | Other Service Provider | $19,821 | — | $19,821 |
| SUMMIT ACTUARIAL SERVICES LLC | Other Service Provider | $19,350 | — | $19,350 |
| BOSTON PARTNERS | Other Service Provider | $15,181 | — | $15,181 |
| BARNES, IACCARINO & SHEPHERD, LLP | Other Service Provider | $13,380 | — | $13,380 |
| MERRILL LYNCH | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $381,328
- Estimated Expense Ratio: 2.359% 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 | $331,994 | $46,228 | $19,350 | $26,900 | — |
| 2023 | $320,508 | $41,854 | $19,350 | $28,100 | — |
| 2022 | $336,543 | $51,931 | $19,350 | — | $74,180 |