Plan Snapshot

Plan Sponsor: Board Of Trustees I.A.T.S.E. National Pension Fund
Sponsor EIN: 131849172
Sponsor Address: 417 FIFTH AVENUE, 3RD FLOOR, NEW YORK, NY, 100162204
Plan Type: DB
Total Participants: 15,401
Total Assets: $673.2M

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	15,401	$673.2M	$41.8M	$0
2023	13,243	$630.0M	$28.5M	$0
2022	16,809	$552.2M	$44.9M	$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
SCHULTHEIS & PANETTIERI LLP	ACCOUNTANT	$929,443	—	$929,443
PROSKAUER ROSE LLP	ATTORNEY	$774,889	—	$774,889
WINMILL SOFTWARE INC	NONE	$538,021	—	$538,021
ANNE J ZEISLER	NONE	$409,363	—	$409,363
THE SEGAL COMPANY INC.	CONSULTANT	$371,112	—	$371,112
EPIQ EDISCOVERY SOL	NONE	$309,250	—	$309,250
SYNTONIC SYSTEMS INC	NONE	$283,500	—	$283,500
SPIVAK LIPTON LLP	ATTORNEY	$256,188	—	$256,188
SCOTT TRIVIGNO	NONE	$255,631	—	$255,631
JOEL SEGAL	NONE	$237,166	—	$237,166
JP MORGAN CHASE BANK NA	NONE	$228,905	—	$228,905
POLAR DESIGN	NONE	$228,309	—	$228,309
MICHAEL R FIFE	NONE	$225,655	—	$225,655
ROSALINA ROLDAN	NONE	$223,376	—	$223,376
KELLY PRESS INC.	PRINTER & COPIER	$199,248	—	$199,248
MARGARET RYAN-GROPPO	NONE	$196,023	—	$196,023
MEKETA INVESTMENT GROUP INC	NONE	$174,028	—	$174,028
HEMALATHA K SUDANTHIRAN	NONE	$172,438	—	$172,438
CASEY CIRILLO	NONE	$152,264	—	$152,264
DONALD NGAI	NONE	$150,100	—	$150,100
LSV ASSET MANAGEMENT	NONE	$149,765	—	$149,765
LUKE POWERS	NONE	$147,072	—	$147,072
IAN K HENDERSON	NONE	$147,072	—	$147,072
NATASHA SINGH	NONE	$146,766	—	$146,766
AMY DURON	NONE	$132,115	—	$132,115
DACOTA M SHARIFF	NONE	$130,730	—	$130,730
BANSIL M PATEL	NONE	$130,730	—	$130,730
WESTFIELD CAPITAL MANAGEMENT LP	NONE	$115,062	—	$115,062
CAROLINE LS KANDASAMI	NONE	$109,378	—	$109,378
KISHA SALLY	NONE	$107,404	—	$107,404
TARON LLC	NONE	$106,517	—	$106,517
FARHANA RAZZAQUE	NONE	$105,322	—	$105,322
ALANA J WICKSON	NONE	$101,996	—	$101,996
CARLOS CRUZ	NONE	$101,649	—	$101,649
PAULINE O BURNS	NONE	$101,510	—	$101,510
PATRICIA CASSIERO	NONE	$100,817	—	$100,817
MAYRA PEREZ	NONE	$99,020	—	$99,020
AYLEEN JOY LAO	NONE	$98,648	—	$98,648
ZHANNA GOROSHKOV	NONE	$98,048	—	$98,048
ARON MAENG	NONE	$97,702	—	$97,702
STEPHEN CAREY	NONE	$97,373	—	$97,373
CLAUDINE MARANO	NONE	$94,236	—	$94,236
CARLA A PAYOT	NONE	$92,901	—	$92,901
JOHN BLONDEK	NONE	$92,881	—	$92,881
SUZANNE M BROGAN	NONE	$92,601	—	$92,601
PHILIP M TAM	NONE	$92,601	—	$92,601
CHRISTOPHER V MARRAPODI	NONE	$92,601	—	$92,601
REUBEN LEIB GENKIN	NONE	$91,947	—	$91,947
ANDREW J SERRANO	NONE	$91,236	—	$91,236
KIM R KNOWLES	NONE	$91,153	—	$91,153
SAMANTHA BRAKSMAYER	NONE	$90,967	—	$90,967
EMILY H DIPIETRO-RAMIREZ	NONE	$90,909	—	$90,909
JUSTIN MARCHESANI	NONE	$90,713	—	$90,713
LAUREN SMITH	NONE	$90,594	—	$90,594
MARY ADAMS	NONE	$90,051	—	$90,051
KENYA SANDERS	NONE	$89,185	—	$89,185
FLAKRON KLLOKOQI	NONE	$88,757	—	$88,757
MARINA BOLBIRER	NONE	$87,154	—	$87,154
JAVIER ROBLES	NONE	$87,154	—	$87,154
NICOLE COLOMBO	NONE	$86,767	—	$86,767
JESSICA SAITTA	NONE	$86,538	—	$86,538
VIVIENNE PRADO	NONE	$85,698	—	$85,698
ERIC MACHADO	NONE	$85,431	—	$85,431
JESSICA JAISHWAR	NONE	$84,369	—	$84,369
JAMAL AUGUSTINE	NONE	$84,152	—	$84,152
KLIK TECHNOLOGIES CORP	NONE	$82,380	—	$82,380
ELIZABETH CORDERO	NONE	$82,210	—	$82,210
CAREY BUBECK	NONE	$80,381	—	$80,381
RAUL ROMERO	NONE	$79,349	—	$79,349
MICHAEL CUSUMANO	NONE	$76,605	—	$76,605
VENERA NIKONOVA	NONE	$76,539	—	$76,539
BRANDON ARROYO	NONE	$76,336	—	$76,336
IVAN MUNOZ-ARCOS	NONE	$75,096	—	$75,096
MICHAEL FLORIO	NONE	$75,091	—	$75,091
MICHELLE MARTIN	NONE	$75,079	—	$75,079
MINETTE REYES	NONE	$74,140	—	$74,140
KEVIN DENTICE	NONE	$73,953	—	$73,953
KRISTEN GURKA	NONE	$73,817	—	$73,817
CASSANDRE M. SWIADER	NONE	$73,620	—	$73,620
JULIA KEAVENEY	NONE	$73,420	—	$73,420
SANDY DEREZIL	NONE	$72,483	—	$72,483
ANGELA C PENA	NONE	$72,378	—	$72,378
JOHANNA NUNEZ	NONE	$72,249	—	$72,249
STATE STREET GLOBAL ADVISORS	NONE	$72,082	—	$72,082
SUZANNA M ROBLES	NONE	$72,009	—	$72,009
CARMEN ARJOON	NONE	$71,851	—	$71,851
PHILIP YUEN	NONE	$70,694	—	$70,694
SIMONE VENNA	NONE	$70,388	—	$70,388
ALEX D KRULL	NONE	$70,187	—	$70,187
KEVIN ECHEVERRIA	NONE	$70,088	—	$70,088
JONATHAN S RIVERA	NONE	$69,601	—	$69,601
BENJAMIN P FELTZ	NONE	$69,091	—	$69,091
MARTIN OJEDA-OLIVAR	NONE	$68,967	—	$68,967
ANGEL PAREDES	NONE	$68,791	—	$68,791
PORTIA A PERSAUD	NONE	$68,648	—	$68,648
ANITA LOPEZ	NONE	$68,471	—	$68,471
JOSEPH PERONE	NONE	$68,438	—	$68,438
NICKO L YLAGAN	NONE	$68,103	—	$68,103
ELIZABETH MARTIN	NONE	$66,792	—	$66,792
KWAKU MARFO	NONE	$66,694	—	$66,694
PAYCHEX INC	NONE	$64,924	—	$64,924
YOLANDA MAULEON	NONE	$64,734	—	$64,734
TIFFANY A ORTIZ	NONE	$64,548	—	$64,548
PETITA D MURILLO	NONE	$64,474	—	$64,474
MARIYA LAPTEVA	NONE	$64,134	—	$64,134
MARIA C TORRES	NONE	$64,049	—	$64,049
COLLEEN D RYAN	NONE	$64,005	—	$64,005
LORI BOKUN	NONE	$63,775	—	$63,775
JONACEL S DE JESUS	NONE	$63,411	—	$63,411
DIANA KRIULINA	NONE	$62,483	—	$62,483
LESLIE WELCH	NONE	$62,294	—	$62,294
CRISTINA LOPEZ	NONE	$61,685	—	$61,685
IMANI M MILLER	NONE	$60,394	—	$60,394
CYNTHIA STANOJLOVIC	NONE	$59,734	—	$59,734
JAMILEX GUZMAN	NONE	$59,438	—	$59,438
FELIX A MONTANEZ	NONE	$59,413	—	$59,413
TYRELL D KORNEGAY	NONE	$59,093	—	$59,093
GEORGIA PULLEN	NONE	$58,941	—	$58,941
MONICA C FLEMING	NONE	$58,063	—	$58,063
SEGAL SELECT INSURANCE INC	NONE	—	$57,251	$57,251
ABRAHAM VIERA	NONE	$55,061	—	$55,061
DREANA D GIBBS	NONE	$54,806	—	$54,806
DONNELLY MECHANICAL GROUP	NONE	$54,751	—	$54,751
SEAN M TUCKER	NONE	$54,669	—	$54,669
MICHAEL B OLIVERAS	NONE	$54,387	—	$54,387
JOEY PEREZ	NONE	$51,146	—	$51,146
SVETLANA M NIKITENKO	NONE	$50,838	—	$50,838
KASTLE SYSTEM	NONE	$50,552	—	$50,552
INGRID M MORAN	NONE	$50,025	—	$50,025
JESUS QUINONES	NONE	$49,907	—	$49,907
SAMANTHA M JOHNSON	NONE	$48,110	—	$48,110
JON CHEW	NONE	$44,508	—	$44,508
FRANK M VACCARO	NONE	$34,033	—	$34,033
BRENDAN T KERR	NONE	$32,549	—	$32,549
STANLEY PENG	NONE	$31,508	—	$31,508
GRACE R EVANGELISTA	NONE	$30,831	—	$30,831
BAKER & HOSTETLER	ATTORNEY	$30,759	—	$30,759
AILEEN BERAJANO	NONE	$30,722	—	$30,722
DAVID ROLDAN	NONE	$29,477	—	$29,477
MABELL ALCANTARA	NONE	$29,026	—	$29,026
PRINCIPAL CUSTODY SOLUTIONS	NONE	$28,314	—	$28,314
CLAUDE C ROBINSON	NONE	$25,225	—	$25,225
KARDAN ACTUARIAL	NONE	$11,288	—	$11,288
AARGO SECURITY	NONE	$10,672	—	$10,672
HANK LACHMUND	NONE	$9,670	—	$9,670
JOSEPH PATERNO	PRINTER	$6,385	—	$6,385

Verified Provider Profiles

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

SCHULTHEIS & PANETTIERI LLP — ACCOUNTANT
PROSKAUER ROSE LLP — ATTORNEY
ANNE J ZEISLER — NONE
SCOTT TRIVIGNO — NONE
JOEL SEGAL — NONE
JP MORGAN CHASE BANK NA — NONE
MICHAEL R FIFE — NONE
ROSALINA ROLDAN — NONE
MARGARET RYAN-GROPPO — NONE
HEMALATHA K SUDANTHIRAN — NONE
CASEY CIRILLO — NONE
DONALD NGAI — NONE
LUKE POWERS — NONE
IAN K HENDERSON — NONE
NATASHA SINGH — NONE
AMY DURON — NONE
DACOTA M SHARIFF — NONE
BANSIL M PATEL — NONE
CAROLINE LS KANDASAMI — NONE
KISHA SALLY — NONE
FARHANA RAZZAQUE — NONE
ALANA J WICKSON — NONE
CARLOS CRUZ — NONE
PAULINE O BURNS — NONE
PATRICIA CASSIERO — NONE
MAYRA PEREZ — NONE
AYLEEN JOY LAO — NONE
ZHANNA GOROSHKOV — NONE
ARON MAENG — NONE
STEPHEN CAREY — NONE
CLAUDINE MARANO — NONE
CARLA A PAYOT — NONE
JOHN BLONDEK — NONE
SUZANNE M BROGAN — NONE
PHILIP M TAM — NONE
CHRISTOPHER V MARRAPODI — NONE
REUBEN LEIB GENKIN — NONE
ANDREW J SERRANO — NONE
KIM R KNOWLES — NONE
SAMANTHA BRAKSMAYER — NONE
EMILY H DIPIETRO-RAMIREZ — NONE
JUSTIN MARCHESANI — NONE
LAUREN SMITH — NONE
MARY ADAMS — NONE
KENYA SANDERS — NONE
FLAKRON KLLOKOQI — NONE
MARINA BOLBIRER — NONE
JAVIER ROBLES — NONE
NICOLE COLOMBO — NONE
JESSICA SAITTA — NONE
VIVIENNE PRADO — NONE
ERIC MACHADO — NONE
JESSICA JAISHWAR — NONE
JAMAL AUGUSTINE — NONE
ELIZABETH CORDERO — NONE
CAREY BUBECK — NONE
RAUL ROMERO — NONE
MICHAEL CUSUMANO — NONE
VENERA NIKONOVA — NONE
BRANDON ARROYO — NONE
IVAN MUNOZ-ARCOS — NONE
MICHAEL FLORIO — NONE
MICHELLE MARTIN — NONE
MINETTE REYES — NONE
KEVIN DENTICE — NONE
KRISTEN GURKA — NONE
CASSANDRE M. SWIADER — NONE
JULIA KEAVENEY — NONE
SANDY DEREZIL — NONE
ANGELA C PENA — NONE
JOHANNA NUNEZ — NONE
SUZANNA M ROBLES — NONE
CARMEN ARJOON — NONE
PHILIP YUEN — NONE
SIMONE VENNA — NONE
ALEX D KRULL — NONE
KEVIN ECHEVERRIA — NONE
JONATHAN S RIVERA — NONE
BENJAMIN P FELTZ — NONE
MARTIN OJEDA-OLIVAR — NONE
ANGEL PAREDES — NONE
PORTIA A PERSAUD — NONE
ANITA LOPEZ — NONE
JOSEPH PERONE — NONE
NICKO L YLAGAN — NONE
ELIZABETH MARTIN — NONE
KWAKU MARFO — NONE
YOLANDA MAULEON — NONE
TIFFANY A ORTIZ — NONE
PETITA D MURILLO — NONE
MARIYA LAPTEVA — NONE
MARIA C TORRES — NONE
COLLEEN D RYAN — NONE
LORI BOKUN — NONE
JONACEL S DE JESUS — NONE
DIANA KRIULINA — NONE
LESLIE WELCH — NONE
CRISTINA LOPEZ — NONE
IMANI M MILLER — NONE
CYNTHIA STANOJLOVIC — NONE
JAMILEX GUZMAN — NONE
FELIX A MONTANEZ — NONE
TYRELL D KORNEGAY — NONE
GEORGIA PULLEN — NONE
MONICA C FLEMING — NONE
ABRAHAM VIERA — NONE
DREANA D GIBBS — NONE
SEAN M TUCKER — NONE
MICHAEL B OLIVERAS — NONE
JOEY PEREZ — NONE
SVETLANA M NIKITENKO — NONE
INGRID M MORAN — NONE
JESUS QUINONES — NONE
SAMANTHA M JOHNSON — NONE
JON CHEW — NONE
BRENDAN T KERR — NONE
STANLEY PENG — NONE
GRACE R EVANGELISTA — NONE
BAKER & HOSTETLER — ATTORNEY
AILEEN BERAJANO — NONE
DAVID ROLDAN — NONE
MABELL ALCANTARA — NONE
PRINCIPAL CUSTODY SOLUTIONS — NONE
CLAUDE C ROBINSON — NONE
HANK LACHMUND — NONE

Plan Fees & Expenses

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

Total Service Provider Fees: $15,632,284
Estimated Expense Ratio: 2.322% 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	$7,730,740	$756,589	—	$138,650	—
2023	$7,915,074	$864,892	—	$102,000	—
2022	$6,873,434	$956,433	—	—	$1,433,506

Board Of Trustees I.A.T.S.E. National Pension Fund DB Plan