# Board Of Trustees I.B.E.W. Local 1049 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-1049-116043757-501

> Board Of Trustees I.B.E.W. Local 1049's Health & Welfare plan: 786 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees I.B.E.W. Local 1049

- **Sponsor EIN:** 116043757

- **Sponsor Address:** 100 CORPORATE DRIVE, HOLTSVILLE, NY, 11742

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 786

- **Total Assets:** $127.3M

## 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|786|$127.3M|$29.0M|$65,474|

| 2023|810|$111.9M|$27.6M|$60,588|

| 2022|776|$99.6M|$27.5M|$113,267|

## 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|

| INTERNATIONAL BENEFITS ADMINISTRATI|Other Service Provider|$734,160|—|$734,160|

| EMPIRE HEALTHCHOICE ASSURANCE INC|Other Service Provider|$490,489|—|$490,489|

| ACRISURE DBA UNION BEN PLANNERS|Other Service Provider|—|$459,728|$459,728|

| FIRST FINANCIAL SERVICES|Other Service Provider|—|$422,866|$422,866|

| JEANNINE DEVLIN|Other Service Provider|$177,396|—|$177,396|

| NORTHWELL DIRECT|Other Service Provider|$111,959|—|$111,959|

| DAWN LANGE|Other Service Provider|$111,692|—|$111,692|

| WILMA SPATAFORE-ALVAREZ|Other Service Provider|$67,391|—|$67,391|

| GOULD, KOBRICK, & SCHLAPP, P.C.|Auditor|$54,286|—|$54,286|

| CONNECTYOURCARE LLC|Other Service Provider|$49,404|—|$49,404|

| OPTUMRX|Other Service Provider|$33,722|$7,816|$41,538|

| FACT FIRST ACTUARIAL CONSULTING|Other Service Provider|$20,000|—|$20,000|

| HOLM & OHARA|ERISA Attorney|$16,752|—|$16,752|

| DORIS KOENIG|Other Service Provider|$14,822|—|$14,822|

| SYNTONIC SYSTEMS INC.|Other Service Provider|$7,800|—|$7,800|

| KOBGO ASSOCIATES|Other Service Provider|$6,514|—|$6,514|

### Verified Provider Profiles

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

- [GOULD, KOBRICK, & SCHLAPP, P.C.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,786,797

- **Estimated Expense Ratio:** 2.189% 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|$2,099,959|—|$1,419,734|$54,286|—|

| 2023|$1,976,027|—|$1,338,447|$49,100|—|

| 2022|$1,880,469|—|$1,297,495|—|$75,354|

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