# Board Of Trustees I.B.E.W. Local Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-113322904-502

> Board Of Trustees I.B.E.W. Local's Health & Welfare plan: 0 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

- **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.](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:** $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|

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