# Board Of Trustees, Ironworkers Local 6 Medical & S.U.B. Pay Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ironworkers-local-6-medical-s-u-b-pay-fund-166085493-502

> Board Of Trustees, Ironworkers Local 6 Medical & S.U.B. Pay Fund's Health & Welfare plan: 370 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Ironworkers Local 6 Medical & S.U.B. Pay Fund

- **Sponsor EIN:** 166085493

- **Sponsor Address:** 196 ORCHARD PARK ROAD, WEST SENECA, NY, 14224

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 370

- **Total Assets:** $13.4M

## 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|370|$13.4M|$6.0M|$107,825|

| 2023|281|$10.9M|$4.1M|$119,519|

| 2022|330|$9.5M|$3.9M|$146,211|

## 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|

| TAMMI JO HABERMEHL|Other Service Provider|$68,564|—|$68,564|

| ARCARA LENDA EUSANIO & STACEY CPAS|Other Service Provider|$34,955|—|$34,955|

| RONALD SOKOLOWSKI|Other Service Provider|$29,600|—|$29,600|

| LIPSITZ GREEN SCIME & CAMBRIA|Other Service Provider|$19,112|—|$19,112|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$16,733|—|$16,733|

| MARINER INSTITUTIONAL,LLC|Other Service Provider|$11,000|—|$11,000|

| M&T BANK|Recordkeeper|$5,310|—|$5,310|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [M&T BANK](https://planprovider.pro/provider/trustage) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,274

- **Estimated Expense Ratio:** 1.385% 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|$253,689|$11,000|—|$34,955|—|

| 2023|$268,028|$15,488|—|$29,600|—|

| 2022|$224,910|$15,029|—|—|$58,886|

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