# Board Of Trustees Local 60 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-60-health-welfare-fund-131737041-501

> Board Of Trustees Local 60 Health & Welfare Fund's Health & Welfare plan: 848 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local 60 Health & Welfare Fund

- **Sponsor EIN:** 131737041

- **Sponsor Address:** 140 BROADWAY, HAWTHORNE, NY, 10532

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 848

- **Total Assets:** $38.7M

## 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|848|$38.7M|$18.5M|$54,292|

| 2023|860|$33.8M|$16.7M|$127,347|

| 2022|881|$32.4M|$17.3M|$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|

| MERITAIN HEALTH|Other Service Provider|$432,971|—|$432,971|

| TOCQUEVILLE ASSET MANAGEMENT LP|Investment Advisor|$100,464|—|$100,464|

| BARNES, IACCARINO & SHEPHERD, LLP|ERISA Attorney|$97,038|—|$97,038|

| CHRISTINE COSTA|Recordkeeper|$88,575|—|$88,575|

| LUCAS ASCENCAO|Other Service Provider|$61,154|—|$61,154|

| MICHAEL CRUZ|Other Service Provider|$60,224|—|$60,224|

| MILLIMAN, INC.|Actuary|$57,504|—|$57,504|

| TPA CORPORATION|Other Service Provider|$32,760|—|$32,760|

| MILCIA FERMIN|Other Service Provider|$30,818|—|$30,818|

| JINDRISKA GONZALEZ|Other Service Provider|$29,766|—|$29,766|

| CITRIN COOPERMAN & COMPANY, LLP|Other Service Provider|$23,445|—|$23,445|

| THEODOR H. BROWN, DDS|Other Service Provider|$21,300|—|$21,300|

| CITRIN COOPERMAN ADVISORS LLC|Other Service Provider|$14,788|—|$14,788|

| HESS TECHNOLOGY CONSULTING, INC.|Other Service Provider|$10,550|—|$10,550|

| MERRILL LYNCH|Other Service Provider|$10,000|—|$10,000|

| M&T BANK INST'L RETIREMENT SERVICES|Custodian / Trustee|$9,979|—|$9,979|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Actuary

- [M&T BANK INST'L RETIREMENT SERVICES](https://planprovider.pro/provider/trustage) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,081,336

- **Estimated Expense Ratio:** 2.793% 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|$1,360,002|$110,464|$612,160|$29,575|—|

| 2023|$1,280,806|$102,014|$572,693|$27,300|—|

| 2022|$1,143,177|$107,841|$448,925|—|$202,813|

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