# Board Of Trustees Local 713 Health & Wel 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-713-health-wel-116490308-501

> Board Of Trustees Local 713 Health & Wel's 401(k) plan: 15,283 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 713 Health & Wel

- **Sponsor EIN:** 116490308

- **Sponsor Address:** 555 WESTBURY AVENUE, CARLE PLACE, NY, 11514

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 15,283

- **Total Assets:** $52.9M

## 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|15,283|$52.9M|$222.7M|$0|

| 2023|16,340|$48.5M|$204.4M|$0|

| 2022|16,111|$44.6M|$189.4M|$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|

| DANIEL H. COOK ASSOCIATES, INC.|Other Service Provider|$7,059,469|—|$7,059,469|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$2,229,636|—|$2,229,636|

| HERCULES HEALTH TECHNOLOGIES, LLC|Other Service Provider|$1,349,254|—|$1,349,254|

| IBOTU LOCAL 713|Other Service Provider|$904,683|—|$904,683|

| EMPIRX HEALTH|Other Service Provider|$491,150|—|$491,150|

| JANNEY MONTGOMERY SCOTT|Investment Advisor|$325,910|—|$325,910|

| SAL IANNELLO|Other Service Provider|$157,804|—|$157,804|

| AKASH DHIR|Other Service Provider|$116,802|—|$116,802|

| ADELA LUTZ|Other Service Provider|$115,098|—|$115,098|

| MAGNACARE ADMINISTRATIVE SERVICES|Other Service Provider|$81,435|—|$81,435|

| ERIKA BURGOS|Other Service Provider|$78,733|—|$78,733|

| MIRA WILSON|Other Service Provider|$58,900|—|$58,900|

| BARNES, IACCARINO & SHEPHERD LLP|Other Service Provider|$53,730|—|$53,730|

| EMBLEM HEALTH INC.|Other Service Provider|$53,291|—|$53,291|

| LUCILLE ROMAIN|Other Service Provider|$53,140|—|$53,140|

| MARTA HERNADEZ|Other Service Provider|$40,410|—|$40,410|

| NOVAK FRANCELLA LLC|Other Service Provider|$33,800|—|$33,800|

| D.D. SERVICES, INC.|Other Service Provider|$6,083|—|$6,083|

### Verified Provider Profiles

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

- [JANNEY MONTGOMERY SCOTT](https://planprovider.pro/provider/janney-montgomery-scott-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,209,328

- **Estimated Expense Ratio:** 24.957% 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|$1,508,804|$325,910|—|$33,800|—|

| 2023|$1,394,161|$264,428|—|$25,116|—|

| 2022|$1,545,985|$265,048|—|—|$74,000|

## Similar Plans

- [Board Of Trustees Local 713 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan) — 27,615 participants

- [Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) — 5,885 participants

- [Excavators Union Pension Fund Loca](https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan) — 5,553 participants

- [Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio](https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501) — 5,332 participants

- [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 5,154 participants

- [Bd Of Trustees Iuoe Local 30 Pension Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-pension-fund-plan) — 5,116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-713-health-wel-116490308-501)

© 2026 PlanProvider.Pro