Plan Snapshot
- Plan Sponsor: Board Of Trustees Local Union 373 U.A. Pension Fund
- Sponsor EIN: 131758289
- Sponsor Address: P.O. BOX 58, MOUNTAINVILLE, NY, 109530058
- Plan Type: DB
- Total Participants: 228
- Total Assets: $79.9M
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 | 228 | $79.9M | $5.5M | $0 |
| 2023 | 233 | $68.2M | $5.6M | $0 |
| 2022 | 216 | $57.6M | $4.3M | $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 |
|---|---|---|---|---|
| BOSTON PARTNERS | Other Service Provider | $121,917 | — | $121,917 |
| LORD ABBETT & CO | Other Service Provider | $77,183 | — | $77,183 |
| WILLMINGTON TRUST | Other Service Provider | $74,017 | — | $74,017 |
| BOLTON PARTNERS NORTHEAST INC. | Other Service Provider | $43,500 | — | $43,500 |
| GLOBAL TRUST COMPANY | Other Service Provider | $39,738 | — | $39,738 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS & | Auditor | $31,100 | — | $31,100 |
| MERRILL LYNCH | Investment Advisor | $24,500 | — | $24,500 |
| BARNES, IACCARINO & SHEPHERD LLP | Other Service Provider | $17,110 | — | $17,110 |
| SUMMIT ACTUARIAL SERVICE LLC | Other Service Provider | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS & — Auditor
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,815
- Estimated Expense Ratio: 0.556% 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 | $558,034 | $263,338 | $15,750 | $31,100 | — |
| 2023 | $529,573 | $240,477 | $19,800 | $31,100 | — |
| 2022 | $533,371 | $287,669 | — | — | $88,180 |