# Board Of Trustees Local 18 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-18-pension-fund-plan

> Board Of Trustees Local 18 Pension Fund's DB plan: 388 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 18 Pension Fund

- **Sponsor EIN:** 136266867

- **Sponsor Address:** C/O MADISON CONSULTING GROUP, ORLANDO, FL, 328287365

- **Plan Type:** DB

- **Total Participants:** 388

- **Total Assets:** $3.6M

## 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|388|$3.6M|$0|$0|

| 2023|396|$3.5M|$0|$0|

| 2022|0|$3.4M|$0|$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|

| FUIMAN MOGILA, LLP|LEGAL|$36,000|—|$36,000|

| GAMCO ASSET MANAGEMENT, INC.|INVESTMENT MANAGER|$33,068|—|$33,068|

| MILLIMAN, INC.|ACTUARY|$24,242|—|$24,242|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|$23,300|—|$23,300|

| CITRIN COOPERMAN ADVISORS LLC|ACCOUNTANT|$23,300|—|$23,300|

| WB ADVISORS, LLC|CONTRACT ADMINISTRATOR|$18,000|—|$18,000|

| CADARET, GRANT & COMPANY|INVESTMENT ADVISOR|$5,162|—|$5,162|

| RAYMOND AQUILINO|TRUSTEE|$5,000|—|$5,000|

| US BANK|INVESTMENT CUSTODIAN|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — ACTUARY

- [US BANK](https://planprovider.pro/provider/john-hancock) — INVESTMENT CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,072

- **Estimated Expense Ratio:** 4.829% 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|$179,898|$41,906|$18,000|$23,300|—|

| 2023|$182,724|$35,128|—|$19,524|—|

| 2022|$167,500|$34,264|$15,719|—|$93,697|

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