# Board Of Trustees Local 60 Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-60-legal-services-fund-136940760-501

> Board Of Trustees Local 60 Legal Services Fund's Health & Welfare plan: 813 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 60 Legal Services Fund

- **Sponsor EIN:** 136940760

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 813

- **Total Assets:** $225,450

## 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|813|$225,450|$161,852|$0|

| 2023|829|$250,971|$151,731|$0|

| 2022|849|$272,004|$165,562|$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|

| BARNES, IACCARINO & SHEPHERD LLP|ERISA Attorney|$154,688|—|$154,688|

| CITRIN COOPERMAN ADVISORS LLC|Other Service Provider|$10,983|—|$10,983|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $165,671

- **Estimated Expense Ratio:** 73.485% 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|$58,233|—|—|$10,400|—|

| 2023|$54,486|—|—|$9,600|—|

| 2022|$54,786|—|—|—|$31,285|

## Similar Plans

- [Pavers & Road Builders Dc Annuity Fund](https://planprovider.pro/companies/pavers-road-builders-dc-annuity-fund-plan) — 3,024 participants

- [Board Of Trustees Local 1010 Appr, Skill Improvement And Training Fund](https://planprovider.pro/companies/board-of-trustees-local-1010-appr-skill-improvement-and-training-fund-273157473-501) — 2,605 participants

- [Bd Of Trust Upstate New York Engineers Pension Fund](https://planprovider.pro/companies/bd-of-trust-upstate-new-york-engineers-pension-fund-150614642-001) — 2,462 participants

- [Board Of Trustees Upstate New York Engineers Health Fund](https://planprovider.pro/companies/board-of-trustees-upstate-new-york-engineers-health-fund-150582931-501) — 2,393 participants

- [Pavers & Road Builders Dc Pension](https://planprovider.pro/companies/pavers-road-builders-dc-pension-plan) — 2,120 participants

- [Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r](https://planprovider.pro/companies/board-of-trustees-i-u-o-e-annuity-local-137-137a-137b-137c-137r-plan) — 1,575 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-60-legal-services-fund-136940760-501)

© 2026 PlanProvider.Pro