# Board Of Trustees Iron Workers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-042163872-501

> Board Of Trustees Iron Workers's Health & Welfare plan: 1,768 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 Iron Workers

- **Sponsor EIN:** 042163872

- **Sponsor Address:** 161 GRANITE AVENUE, DORCHESTER, MA, 02124

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,768

- **Total Assets:** $72.8M

## 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|1,768|$72.8M|$30.2M|$957,557|

| 2023|2,053|$74.6M|$31.4M|$966,277|

| 2022|1,981|$74.1M|$32.3M|$1.2M|

## 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|

| TUFTS HEALTH PLAN/CARELINK|Other Service Provider|$1,124,368|—|$1,124,368|

| US BANK|Other Service Provider|$259,061|—|$259,061|

| MODERN ASSISTANCE|Other Service Provider|$175,000|—|$175,000|

| SEGAL CONSULTING|Other Service Provider|$156,064|—|$156,064|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$141,027|—|$141,027|

| ANNE FINI|Other Service Provider|$138,120|—|$138,120|

| EXPRESS SCRIPTS INC|Other Service Provider|$92,899|—|$92,899|

| BARBARA CONNERS|Other Service Provider|$89,794|—|$89,794|

| KAREN FINI|Other Service Provider|$84,934|—|$84,934|

| MANZI & ASSOCIATES LLC|Other Service Provider|$79,384|—|$79,384|

| CHARLIE WRIGHT|Other Service Provider|$72,814|—|$72,814|

| WILLIAM HURLEY|Other Service Provider|$68,201|—|$68,201|

| LYN TABAJONDA|Other Service Provider|$61,673|—|$61,673|

| RYAN CORRY|Other Service Provider|$52,958|—|$52,958|

| MICKEY LONG, ESQ.|Other Service Provider|$48,563|—|$48,563|

| HEATHER ROMERI|Other Service Provider|$48,091|—|$48,091|

| IRON MOUNTAIN RECORDS MANAGEMENT|Other Service Provider|$41,534|—|$41,534|

| VANESSA BERMUDEZ|Other Service Provider|$31,696|—|$31,696|

| CHANGE HEALTHCARE|Other Service Provider|$30,016|—|$30,016|

| NBM, INC.|Other Service Provider|$29,491|—|$29,491|

| SEGAL ROITMAN, LLP|Other Service Provider|$28,531|—|$28,531|

| ZELIS CLAIMS INTEGRITY INC|Other Service Provider|$24,868|—|$24,868|

| ANNE BLUNDELL|Other Service Provider|$24,634|—|$24,634|

| MAUREEN FLAHERTY|Other Service Provider|$24,104|—|$24,104|

| MEKETA INVESTMENT GROUP|Other Service Provider|$22,816|—|$22,816|

| KARA LALLY|Other Service Provider|$22,442|—|$22,442|

| ANN O'MEARA|Other Service Provider|$17,098|—|$17,098|

| ANNALISE MANNING|Other Service Provider|$15,329|—|$15,329|

| BOYD'S PRINTING|Other Service Provider|$13,488|—|$13,488|

| ANA CORREIA|Other Service Provider|$12,691|—|$12,691|

| NICOLE MURPHY|Other Service Provider|$12,681|—|$12,681|

| ALLISON BARBER|Other Service Provider|$12,090|—|$12,090|

| DAVIS VISION|Other Service Provider|$10,636|—|$10,636|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$10,000|—|$10,000|

| LANGAN & DEMPSEY|Other Service Provider|$9,985|—|$9,985|

| PRINTING UNLIMITED|Other Service Provider|$5,603|—|$5,603|

| JAIME JAROBE|Other Service Provider|$5,099|—|$5,099|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,097,783

- **Estimated Expense Ratio:** 4.255% 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|$4,228,144|$281,877|—|$47,650|—|

| 2023|$4,389,783|$309,657|—|$65,649|—|

| 2022|$3,881,670|$218,625|—|—|$405,683|

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