# Board Of Trustees Local 804 Welfare Trust Fund 401(k) Plan Source: https://planprovider.pro/companies/board-of-trustees-local-804-welfare-trust-fund-111637886-501 > Board Of Trustees Local 804 Welfare Trust Fund's 401(k) plan: 4,955 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 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](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor - [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — 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| ## Similar Plans - [Board Of Trustees Local 804 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-804-annuity-fund-plan) — 7,578 participants - [Board Of Trustees Local 282](https://planprovider.pro/companies/board-of-trustees-local-282-plan-002) — 3,993 participants - [Board Of Trustees Of Local 282](https://planprovider.pro/companies/board-of-trustees-of-local-282-plan) — 3,000 participants - [Board Of Trustees Local 282](https://planprovider.pro/companies/board-of-trustees-local-282-116244552-501) — 2,657 participants - [Board Of Trustees Local 282](https://planprovider.pro/companies/board-of-trustees-local-282-116276103-502) — 2,657 participants - [Board Of Trustees Local 282](https://planprovider.pro/companies/board-of-trustees-local-282-116399999-503) — 2,390 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-804-welfare-trust-fund-111637886-501) © 2026 PlanProvider.Pro