Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 154 Pension Fund
- Sponsor EIN: 111982624
- Sponsor Address: 370 VANDERBILT MOTOR PARKWAY, SUITE, HAUPPAUGE, NY, 117885181
- Plan Type: DB
- Total Participants: 173
- Total Assets: $32.3M
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 | 173 | $32.3M | $1.2M | $0 |
| 2023 | 166 | $29.1M | $1.2M | $0 |
| 2022 | 159 | $26.9M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| VIRGINIA & AMBINDER, LLP | ERISA Attorney | $61,115 | — | $61,115 |
| THE MCKEOGH COMPANY | Actuary | $54,000 | — | $54,000 |
| CITRIN COOPERMAN ADVISORS LLC | Other Service Provider | $35,996 | — | $35,996 |
| INTERCONTINENTAL REAL ESTATE CORP. | Investment Advisor | $18,938 | — | $18,938 |
| REYNOLDS CONSULTING SERVICES | Other Service Provider | $15,004 | — | $15,004 |
| MARSHALL & MOSS ADMIN SERVICES, INC | Recordkeeper | $14,432 | — | $14,432 |
| LOOMIS SAYLES TRUST COMPANY | Investment Advisor | $14,372 | — | $14,372 |
| THE UNION LABOR LIFE INSURANCE CO | Investment Advisor | $9,842 | — | $9,842 |
| EMPOWER ANNUITY INSURANCE COMPANY | Investment Advisor | $9,290 | — | $9,290 |
| HESS TECHNOLOGY CONSULTING | Other Service Provider | $7,502 | — | $7,502 |
| AMALGAMATED BANK | Investment Advisor | $6,620 | — | $6,620 |
| BOYD WATTERSON ASSET MANAGEMENT | Investment Advisor | $6,520 | — | $6,520 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE UNION LABOR LIFE INSURANCE CO — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,631
- Estimated Expense Ratio: 0.786% 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 | $282,394 | $15,004 | $14,432 | $33,418 | — |
| 2023 | $284,526 | $12,508 | $18,851 | $37,394 | — |
| 2022 | $264,009 | $84,189 | $15,080 | — | $131,235 |