# Board Of Trustees Local 318 Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-318-health-welfare-trust-fund-135661101-501

> Board Of Trustees Local 318 Health & Welfare Trust Fund's Health & Welfare plan: 237 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local 318 Health & Welfare Trust Fund

- **Sponsor EIN:** 135661101

- **Sponsor Address:** 136 MISSION WAY, BARNEGAT, NJ, 08005

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 237

- **Total Assets:** $756,883

## 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|237|$756,883|$132,428|$0|

| 2023|244|$787,188|$125,636|$79|

## 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|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$20,000|—|$20,000|

| BUNKER HILL INSURANCE & CONSULTING|Recordkeeper|$19,400|—|$19,400|

| ORANSKY, SCARAGGI & BORG, P.C.|ERISA Attorney|$12,000|—|$12,000|

| MERRILL LYNCH, PIERCE, FENNER & SMI|Other Service Provider|$11,600|—|$11,600|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,000

- **Estimated Expense Ratio:** 8.324% 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|$72,163|—|$19,400|$23,900|—|

| 2023|$57,161|—|$12,037|$15,467|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-318-health-welfare-trust-fund-135661101-501)

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