Plan Snapshot
- Plan Sponsor: Board Of Trustees I.B.E.W. Local
- Sponsor EIN: 113322904
- Sponsor Address: 100 CORPORATE DRIVE, HOLTSVILLE, NY, 11742
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $492,715
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 | 0 | $492,715 | $0 | $0 |
| 2023 | 186 | $502,880 | $0 | $0 |
| 2022 | 186 | $858,552 | $270,490 | $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 |
|---|---|---|---|---|
| HOLM & OHARA, LLP | ERISA Attorney | $8,962 | — | $8,962 |
| GOULD, KOBRICK, & SCHLAPP, P.C. | Auditor | $7,500 | — | $7,500 |
| KOBGO ASSOCIATES, INC. | 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. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,976
- Estimated Expense Ratio: 4.663% 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 | $40,942 | — | — | — | — |
| 2023 | $34,711 | — | — | $7,500 | — |
| 2022 | $52,366 | — | — | — | $22,160 |