Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 282
- Sponsor EIN: 116244552
- Sponsor Address: 2500 MARCUS AVENUE, LAKE SUCCESS, NY, 110421018
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,657
- Total Assets: $184.7M
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 | 2,657 | $184.7M | $103.0M | $154,952 |
| 2023 | 2,643 | $182.4M | $96.1M | $242,371 |
| 2022 | 2,639 | $170.6M | $79.5M | $274,844 |
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 |
|---|---|---|---|---|
| EMPIRE BLUE CROSS & BLUE SHIELD | Other Service Provider | $1,426,180 | — | $1,426,180 |
| COHEN, WEISS & SIMON | Other Service Provider | $759,403 | — | $759,403 |
| TRIVELLA & FORTE, LLP | Other Service Provider | $650,691 | — | $650,691 |
| LABOR FIRST | Other Service Provider | $222,068 | $401,717 | $623,785 |
| PAYER MATRIX LLC | Other Service Provider | $363,697 | — | $363,697 |
| MARIO BULDING | Other Service Provider | $296,421 | — | $296,421 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $284,100 | — | $284,100 |
| THE SEGAL COMPANY EASTERN STATES | Other Service Provider | $169,417 | $107,285 | $276,702 |
| FALZARANO & CO. | Other Service Provider | $240,000 | — | $240,000 |
| NORTHWELL DIRECT | Other Service Provider | $232,530 | — | $232,530 |
| AMALGAMATED MEDICAL CARE MANAGEMENT | Other Service Provider | $207,777 | — | $207,777 |
| CITRIN COOPERMAN ADVISORS | Other Service Provider | $178,762 | — | $178,762 |
| THOMAS J. ZULTKO | Other Service Provider | $158,507 | — | $158,507 |
| TOCQUEVILLE ASSET MANAGEMENT LP | Other Service Provider | $140,005 | — | $140,005 |
| GREEN LIGHT COST MANAGEMENT, LLC | Other Service Provider | $138,816 | — | $138,816 |
| LOCAL 282 PENSION TRUST FUND | Other Service Provider | $138,422 | — | $138,422 |
| STACEY BRAUN ASSOCIATES | Other Service Provider | $135,231 | — | $135,231 |
| MACKAY SHIELDS | Recordkeeper | $119,985 | — | $119,985 |
| HONG YING LI | Other Service Provider | $115,162 | — | $115,162 |
| GOULD, KOBRICK & SCHLAPP, P.C | Other Service Provider | $111,775 | — | $111,775 |
| OCTAVIA MALONE | Other Service Provider | $107,173 | — | $107,173 |
| PATRICK SHURE | Other Service Provider | $107,039 | — | $107,039 |
| HO Y HO | Other Service Provider | $103,811 | — | $103,811 |
| DIEGO REMACHE | Other Service Provider | $103,016 | — | $103,016 |
| ERIN A NOVAK | Other Service Provider | $99,861 | — | $99,861 |
| NICOLE MATTERN | Other Service Provider | $99,102 | — | $99,102 |
| MARY FRANCES MARTINI | Other Service Provider | $98,826 | — | $98,826 |
| STERN WONG | Other Service Provider | $98,403 | — | $98,403 |
| JIMMY CHENG | Other Service Provider | $96,710 | — | $96,710 |
| WING MAN CHEUNG | Other Service Provider | $92,204 | — | $92,204 |
| NICOLE SIVERT | Other Service Provider | $88,711 | — | $88,711 |
| SELEDENT, INC | Other Service Provider | $87,518 | — | $87,518 |
| AMANDA LAWRENCE | Other Service Provider | $86,087 | — | $86,087 |
| JASMIN KHEMRAJ | Other Service Provider | $85,002 | — | $85,002 |
| M&T BANK | Recordkeeper | $84,483 | — | $84,483 |
| JOSEPH PUCCIO | Other Service Provider | $82,122 | — | $82,122 |
| OMAR BHATTI | Other Service Provider | $79,135 | — | $79,135 |
| THOMAS POWERS JR. | Other Service Provider | $77,997 | — | $77,997 |
| THERESA HIGGINS | Other Service Provider | $76,726 | — | $76,726 |
| ANTHONY DAQUILA | Other Service Provider | $76,413 | — | $76,413 |
| MARTHA BOLANOS | Other Service Provider | $76,197 | — | $76,197 |
| KIMBERLY A ERHART | Other Service Provider | $72,892 | — | $72,892 |
| DIANNE PERDICARO | Other Service Provider | $71,407 | — | $71,407 |
| DEBORAH DEFOSSES | Other Service Provider | $70,863 | — | $70,863 |
| LAUREN M. TLOCZKOWSKI | Other Service Provider | $70,477 | — | $70,477 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $69,340 | — | $69,340 |
| MAUREEN CLARKE-THOMPSON | Other Service Provider | $69,308 | — | $69,308 |
| DAWN CARLUCCI | Other Service Provider | $62,001 | — | $62,001 |
| JILL A. LOMBARDI | Other Service Provider | $58,777 | — | $58,777 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $57,218 | $57,218 |
| ALEXUS WARREN | Other Service Provider | $54,922 | — | $54,922 |
| SARAH SPOONER | Other Service Provider | $51,903 | — | $51,903 |
| SAROJNI DEONARINE | Other Service Provider | $51,320 | — | $51,320 |
| LYNN MACALUSO | Other Service Provider | $50,155 | — | $50,155 |
| DAVIWATTIE SINGH | Other Service Provider | $49,844 | — | $49,844 |
| TIMOTHY J. LYE | Other Service Provider | $46,800 | — | $46,800 |
| DENISE DEANGELIS | Other Service Provider | $32,896 | — | $32,896 |
| ANDREW HOGARTY | Other Service Provider | $29,318 | — | $29,318 |
| EMILIA ANTUNES | Other Service Provider | $27,202 | — | $27,202 |
| ADP INC. | Other Service Provider | $16,435 | — | $16,435 |
| QUAN VEST CONSULTANTS | Other Service Provider | $15,996 | — | $15,996 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACKAY SHIELDS — Recordkeeper
- M&T BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,533,561
- Estimated Expense Ratio: 5.161% 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 | $12,211,949 | $480,557 | $1,968,296 | $84,500 | — |
| 2023 | $11,934,398 | $471,797 | $1,939,512 | $84,500 | — |
| 2022 | $8,824,756 | $405,269 | $1,206,282 | — | $1,414,603 |