Plan Snapshot
- Plan Sponsor: Board Of Trustees Insurance Trust Fund Private Sanitation Union Local
- Sponsor EIN: 135603868
- Sponsor Address: 48-18 VAN DAM STREET, LONG ISLAND CITY, NY, 11101
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,119
- Total Assets: $60.2M
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 | 1,119 | $60.2M | $26.7M | $55,023 |
| 2023 | 1,272 | $59.7M | $26.3M | $95,516 |
| 2022 | 1,221 | $56.5M | $25.2M | $84,384 |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $805,423 | — | $805,423 |
| PROSKAUER ROSE LLP | Other Service Provider | $211,966 | — | $211,966 |
| CAROL A. FRANKLIN | Other Service Provider | $59,869 | — | $59,869 |
| CALIBRE CPA GROUP, PLLC | Auditor | $58,962 | — | $58,962 |
| DULCE M. GARCIA | Other Service Provider | $53,559 | — | $53,559 |
| TOCQUEVILLE ASSET MANAGEMENT | Other Service Provider | $52,418 | — | $52,418 |
| O'SULLIVAN ASSOCIATES INC. | Other Service Provider | $44,500 | — | $44,500 |
| D.D. SERVICES, INC. | Other Service Provider | $38,488 | — | $38,488 |
| C AND S CONSULTING | Custodian / Trustee | $38,400 | — | $38,400 |
| COUNSEL ADVISORS, INC. | Custodian / Trustee | $38,400 | — | $38,400 |
| HSSH CONSULTING, LLC | Other Service Provider | $33,456 | — | $33,456 |
| WESTERN ASSET MANAGEMENT CO. | Other Service Provider | $31,391 | — | $31,391 |
| JEANIEVETT H. LARKINS | Other Service Provider | $27,574 | — | $27,574 |
| OPTUMRX, INC | Other Service Provider | — | $18,992 | $18,992 |
| LSV ASSET MANAGEMENT | Other Service Provider | $14,168 | — | $14,168 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $7,659 | — | $7,659 |
| QUAN-VEST CONSULTANTS, INC. | Other Service Provider | $7,344 | — | $7,344 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,542,569
- Estimated Expense Ratio: 2.564% 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 | $1,259,303 | $179,462 | — | $58,962 | — |
| 2023 | $1,128,202 | $198,056 | — | $56,410 | — |
| 2022 | $1,080,431 | $246,661 | — | — | $286,327 |