# Board Of Trustees Local 812 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-812-health-fund-136162404-502

> Board Of Trustees Local 812 Health Fund's Health & Welfare plan: 2,514 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 812 Health Fund

- **Sponsor EIN:** 136162404

- **Sponsor Address:** 445 NORTHERN BLVD., NO. 30, GREAT NECK, NY, 11021

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 2,514

- **Total Assets:** $15.9M

## 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|2,514|$15.9M|$50.6M|$56,159|

| 2023|2,605|$12.8M|$48.2M|$97,898|

| 2022|2,558|$16.0M|$44.3M|$266,852|

## 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|

| MAGNACARE ADMIN. SERVICES, LLC|Other Service Provider|$2,419,331|$57,569|$2,476,900|

| TPA COMPUTER CORP|Other Service Provider|—|$386,298|$386,298|

| CARY KANE LLP|Other Service Provider|$199,751|—|$199,751|

| JAMES GREEN ESQ|Other Service Provider|$165,000|—|$165,000|

| SELE-DENT, INC.|Other Service Provider|$36,010|$74,408|$110,418|

| NOVAK FRANCELLA LLC|Auditor|$99,170|—|$99,170|

| TELEMEDICINE MANAGEMENT, INC.|Other Service Provider|$95,517|—|$95,517|

| TEAMSTERS CENTER SERVICES FUND|Other Service Provider|$91,227|—|$91,227|

| AMPLIFON(USA), INC.|Other Service Provider|$77,880|—|$77,880|

| THE SEGAL COMPANY|Other Service Provider|$54,952|—|$54,952|

| NATIONAL LABOR BENEFITS|Other Service Provider|$52,961|—|$52,961|

| JOSEPH GEREMINA|Recordkeeper|$41,425|—|$41,425|

| LISA BERRY|Recordkeeper|$40,213|—|$40,213|

| OPTUMRX|Other Service Provider|$26,150|—|$26,150|

| FLAGSTAR ADVISORS|Other Service Provider|$21,735|—|$21,735|

| PERFECT PRINTING SOLUTIONS, INC.|Other Service Provider|$11,183|—|$11,183|

| SDBWU LOCAL 812 IBT|Other Service Provider|$7,100|—|$7,100|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [JOSEPH GEREMINA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LISA BERRY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,957,880

- **Estimated Expense Ratio:** 24.934% 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|$868,535|—|—|$42,500|—|

| 2023|$1,106,949|—|—|$42,500|—|

| 2022|$1,008,792|$28,417|—|—|$387,419|

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