# Board Of Trustees Local 456 Legal Services Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-456-legal-services-benefit-fund-133133262-501

> Board Of Trustees Local 456 Legal Services Benefit Fund's Health & Welfare plan: 848 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local 456 Legal Services Benefit Fund

- **Sponsor EIN:** 133133262

- **Sponsor Address:** 160 SOUTH CENTRAL AVENUE, ELMSFORD, NY, 10523

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 848

- **Total Assets:** $1.5M

## 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.|

| 2025|848|$1.5M|$0|$0|

| 2024|856|$1.3M|$216,489|$0|

| 2023|899|$1.2M|$273,938|$0|

| 2022|926|$1.1M|$295,734|$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|

| BAMUNDO, ZWAL & SCHERMERHORN LLP|ERISA Attorney|$72,960|—|$72,960|

| BLITMAN & KING LLP|ERISA Attorney|$14,035|—|$14,035|

| CITRIN COOPERMAN & COMPANY, LLP|Other Service Provider|$7,080|—|$7,080|

| CITRIN COOPERMAN ADVISORS LLC|Other Service Provider|$5,514|—|$5,514|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,589

- **Estimated Expense Ratio:** 6.834% 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|

| 2025|$136,773|—|—|$11,027|—|

| 2024|$54,330|—|—|$10,503|—|

| 2023|$53,428|—|—|$10,503|—|

| 2022|$55,429|—|—|—|$29,189|

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