Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 804 Welfare Trust Fund
- Sponsor EIN: 111637886
- Sponsor Address: 44 S. BAYLES AVENUE, SUITE 302, PORT WASHINGTON, NY, 110503765
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,955
- Total Assets: $151.3M
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 | 4,955 | $151.3M | $135.3M | $2.9M |
| 2023 | 4,955 | $152.2M | $133.1M | $3.2M |
| 2022 | 5,232 | $154.9M | $131.6M | $3.0M |
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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS | Other Service Provider | $2,250,699 | — | $2,250,699 |
| THE SEGAL COMPANY | Actuary | $582,675 | — | $582,675 |
| COMPREHENSIVE HEALTHCARE SYSTEMS | Other Service Provider | $439,958 | — | $439,958 |
| NEW YORK MEDICAL MANAGEMENT, INC. | Other Service Provider | $439,335 | — | $439,335 |
| PROSKAUER ROSE, LLP | Other Service Provider | $296,068 | — | $296,068 |
| EXPRESS SCRIPTS (AKA EVERNORTH) | Other Service Provider | $267,413 | — | $267,413 |
| MARC PANTELEONE | Other Service Provider | $245,959 | — | $245,959 |
| MAGGIE WU | Other Service Provider | $238,679 | — | $238,679 |
| JAMES PANTELEONE | Other Service Provider | $179,403 | — | $179,403 |
| TEAMSTER CENTER SERVICES FUND | Other Service Provider | $149,558 | — | $149,558 |
| CHRISTINE NICOLETTI | Other Service Provider | $145,184 | — | $145,184 |
| COHEN, WEISS AND SIMON LLP | Other Service Provider | $135,606 | — | $135,606 |
| CELIA LIAW | Other Service Provider | $129,846 | — | $129,846 |
| DOROTHY LUBERA | Other Service Provider | $108,794 | — | $108,794 |
| ANWAR ZAIDI | Other Service Provider | $106,315 | — | $106,315 |
| WEAVER AND TIDWELL, LLP | Auditor | $104,876 | — | $104,876 |
| JAMES SOLIWODA | Other Service Provider | $101,413 | — | $101,413 |
| CONCEPCION ACEVEDO | Other Service Provider | $98,236 | — | $98,236 |
| LISA ROSA | Other Service Provider | $97,509 | — | $97,509 |
| BARKSDALE INVESTMENT MANAGEMENT | Other Service Provider | $96,845 | — | $96,845 |
| JANINA JONES | Other Service Provider | $91,926 | — | $91,926 |
| NANCY ROSAS | Other Service Provider | $87,013 | — | $87,013 |
| MEAGAN ADRIAN-IRIZARRY | Other Service Provider | $80,089 | — | $80,089 |
| JEANETTE BROWN | Other Service Provider | $79,314 | — | $79,314 |
| ANTHONY SCULLY | Other Service Provider | $79,179 | — | $79,179 |
| DR. ASHER MANSDORF | Other Service Provider | $60,000 | — | $60,000 |
| AMALGAMATED BANK | Custodian / Trustee | $45,878 | — | $45,878 |
| PAMELA GARCIA | Other Service Provider | $45,543 | — | $45,543 |
| LUBOA LIZA LEI | Other Service Provider | $45,338 | — | $45,338 |
| KATHERINE CANDO | Other Service Provider | $42,708 | — | $42,708 |
| ELISHA RICHARDS | Other Service Provider | $41,720 | — | $41,720 |
| MORGAN STANLEY GRAYSTONE | Recordkeeper | $38,944 | — | $38,944 |
| DR. FREDERICK M. TUCCI | Other Service Provider | $24,000 | — | $24,000 |
| NORTHERN TRUST COMPANY | Other Service Provider | $10,712 | — | $10,712 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
- MORGAN STANLEY GRAYSTONE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,986,735
- Estimated Expense Ratio: 4.619% 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 | $8,213,775 | $196,042 | $2,518,112 | $104,876 | — |
| 2023 | $8,117,510 | $213,984 | $2,533,034 | $49,000 | — |
| 2022 | $7,983,086 | $207,202 | $2,492,501 | — | $1,552,767 |