# Board Of Trustees I.A.T.S.E. National Health & Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-national-health-welfare-fund-237333434-501

> Board Of Trustees I.A.T.S.E. National Health & Welfare Fund's 401(k) plan: 36,112 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees I.A.T.S.E. National Health & Welfare Fund

- **Sponsor EIN:** 237333434

- **Sponsor Address:** 417 FIFTH AVENUE, 3RD FLOOR, NEW YORK, NY, 100162204

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 36,112

- **Total Assets:** $1.0B

## 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|36,112|$1.0B|$383.2M|$17.2M|

| 2023|34,552|$958.1M|$278.0M|$15.8M|

| 2022|34,142|$936.6M|$456.3M|$12.7M|

## 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|Other Service Provider|$14,523,483|—|$14,523,483|

| THE SEGAL COMPANY INC.|Other Service Provider|$250,990|$473,279|$724,269|

| DELTA DENTAL OF NEW YORK|Other Service Provider|$711,099|—|$711,099|

| WELLS FARGO BANK|Other Service Provider|$358,914|—|$358,914|

| SPIVAK LIPTON LLP|ERISA Attorney|$259,834|—|$259,834|

| PROSKAUER ROSE LLP|ERISA Attorney|$236,874|—|$236,874|

| TRIPLE S SALUD INC.|Other Service Provider|$224,773|—|$224,773|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$219,383|—|$219,383|

| KELLY PRESS INC.|Other Service Provider|$146,287|—|$146,287|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$117,000|—|$117,000|

| MEKETA INVESTMENT GROUP INC.|Other Service Provider|$45,865|—|$45,865|

| KLIK TECHNOLOGIES|Other Service Provider|$12,440|—|$12,440|

| SYNTONIC SYSTEMS INC.|Other Service Provider|$12,000|—|$12,000|

| DAVID TYKULSKER & ASSOCIATES|Other Service Provider|$8,984|—|$8,984|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,601,205

- **Estimated Expense Ratio:** 1.714% 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|$16,471,139|$265,248|—|$117,000|—|

| 2023|$14,868,895|$262,529|—|$113,000|—|

| 2022|$13,932,544|$221,974|—|—|$870,397|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-national-health-welfare-fund-237333434-501)

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