# Board Of Trustees Laborers Local 235 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-235-pension-fund-plan

> Board Of Trustees Laborers Local 235 Pension Fund's DB plan: 522 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 Laborers Local 235 Pension Fund

- **Sponsor EIN:** 136186984

- **Sponsor Address:** 41 KNOLLWOOD ROAD, ELMSFORD, NY, 105232143

- **Plan Type:** DB

- **Total Participants:** 522

- **Total Assets:** $103.8M

## 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.|

| 2024|522|$103.8M|$4.9M|$0|

| 2023|377|$96.8M|$5.0M|$0|

| 2022|306|$88.5M|$4.0M|$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|

| STACEY BRAUN ASSOCIATES, INC.|INVESTMENT MANAGER|$125,111|—|$125,111|

| LAZARD ASSET MANAGEMENT, LLC|INVESTMENT MANAGER|$106,452|—|$106,452|

| BOSTON PARTNERS GLOBAL INVEST, INC.|INVESTMENT MANAGER|$102,465|—|$102,465|

| MARSHALL & MOSS ADMIN SERVICES|ADMINISTRATIVE SERVICES|$75,031|—|$75,031|

| INTERCONTINENTAL REAL ESTATE|INVESTMENT CUSTODIAN-MGR|$53,503|—|$53,503|

| THE SEGAL COMPANY, INC.|ACTUARY|$50,440|—|$50,440|

| MERRILL LYNCH|INVESTMENT ADVISOR|$40,000|—|$40,000|

| IRINA HONCZARENKO|EMPLOYEE|$35,114|—|$35,114|

| BARNES, IACCARINO & SHEPHERD LLP|LEGAL|$33,000|—|$33,000|

| BANK OF AMERICA|INVESTMENT CUSTODIAN|$31,082|—|$31,082|

| CITRIN COOPERMAN & COMPANY, LLP|ACCOUNTANT|$27,600|—|$27,600|

| JOANNE PANTELEO|EMPLOYEE|$26,251|—|$26,251|

| ANGELA VASSALO|EMPLOYEE|$25,939|—|$25,939|

| MARSHALL & MOSS PAYROLL COMPLIANCE|PAYROLL AUDIT|$11,049|—|$11,049|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $743,037

- **Estimated Expense Ratio:** 0.716% 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|$1,179,285|$501,648|$34,668|$27,600|—|

| 2023|$1,070,722|$413,030|$34,668|$27,600|—|

| 2022|$995,567|$472,685|$39,888|—|$108,943|

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