# Board Of Trustees Local 154 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-154-welfare-fund-111670612-501

> Board Of Trustees Local 154 Welfare Fund's Health & Welfare plan: 200 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 Local 154 Welfare Fund

- **Sponsor EIN:** 111670612

- **Sponsor Address:** 370 VANDERBILT MOTOR PARKWAY, SUITE, HAUPPAUGE, NY, 11788

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 200

- **Total Assets:** $6.4M

## 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|200|$6.4M|$5.5M|$29,240|

| 2023|203|$6.3M|$5.5M|$39,626|

| 2022|165|$5.6M|$4.4M|$18,934|

## 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|$46,064|—|$46,064|

| CITRIN COOPERMAN ADVISORS, LLC|Other Service Provider|$26,717|—|$26,717|

| MARSHALL & MOSS ADMIN SERVICES, INC|Recordkeeper|$25,078|—|$25,078|

| THE MCKEOGH COMPANY|Actuary|$22,800|—|$22,800|

| REYNOLDS CONSULTING SERVICES|Other Service Provider|$5,500|—|$5,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,159

- **Estimated Expense Ratio:** 1.979% 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|$150,474|$5,500|$25,078|$24,774|—|

| 2023|$130,571|$6,250|$20,038|$24,683|—|

| 2022|$122,859|$12,176|$22,184|—|$74,543|

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