# Board Of Trustees Insurance Trust Fund Private Sanitation Union Local Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-insurance-trust-fund-private-sanitation-union-local-135603868-501

> Board Of Trustees Insurance Trust Fund Private Sanitation Union Local's Health & Welfare plan: 1,119 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-insurance-trust-fund-private-sanitation-union-local-135603868-501)

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