# Board Of Trustees Laborers' Local 235 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-local-235-welfare-fund-131777458-501

> Board Of Trustees Laborers' Local 235 Welfare Fund's Health & Welfare plan: 251 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Laborers' Local 235 Welfare Fund

- **Sponsor EIN:** 131777458

- **Sponsor Address:** 41 KNOLLWOOD ROAD, ELMSFORD, NY, 10523

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 251

- **Total Assets:** $19.8M

## 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.|

| 2025|251|$19.8M|$0|$0|

| 2024|291|$14.8M|$9.2M|$42,289|

| 2023|284|$11.9M|$10.0M|$61,144|

| 2022|280|$7.4M|$8.5M|$63,625|

## 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|

| ANTHEM BLUE CROSS AND BLUE SHIELD|Other Service Provider|$217,665|—|$217,665|

| BARNES, IACCARINO & SHEPHERD LLP|ERISA Attorney|$83,234|—|$83,234|

| MARSHALL & MOSS ADMIN SERVICES|Other Service Provider|$52,448|—|$52,448|

| THE SEGAL COMPANY, INC.|Actuary|$43,000|—|$43,000|

| STACEY BRAUN ASSOCIATES, INC.|Investment Advisor|$40,859|—|$40,859|

| IRINA HONCZARENKO|Other Service Provider|$38,077|—|$38,077|

| JOANNE PANTELEO|Other Service Provider|$26,761|—|$26,761|

| ANGELA VASSALLO|Other Service Provider|$26,661|—|$26,661|

| CITRIN COOPERMAN ADVISORS LLC|Other Service Provider|$19,200|—|$19,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $547,905

- **Estimated Expense Ratio:** 2.769% 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|

| 2025|$6,509,898|$44,859|$239,844|$19,200|—|

| 2024|$810,851|$28,473|$256,749|$19,200|—|

| 2023|$722,858|$12,182|$248,705|$19,200|—|

| 2022|$718,939|$12,744|$330,158|—|$95,638|

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