# Board Of Trustees Local 282 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-282-116244552-501

> Board Of Trustees Local 282's Health & Welfare plan: 2,657 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 282

- **Sponsor EIN:** 116244552

- **Sponsor Address:** 2500 MARCUS AVENUE, LAKE SUCCESS, NY, 110421018

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [M&T BANK](https://planprovider.pro/provider/trustage) — 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|

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