# Board Of Trustees Local Union No. 25 Legal Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-union-no-25-legal-plan-223032476-501

> Board Of Trustees Local Union No. 25 Legal Plan's Health & Welfare plan: 4,312 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local Union No. 25 Legal Plan

- **Sponsor EIN:** 223032476

- **Sponsor Address:** 45 SCHOOL STREET, 3RD FLOOR, BOSTON, MA, 02108

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,312

- **Total Assets:** $527,891

## 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|4,312|$527,891|$1.4M|$0|

| 2023|3,759|$507,834|$1.3M|$0|

| 2022|3,233|$494,602|$1.2M|$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|

| LAW OFFICES OF REGAN ASSOCIATES CHR|Other Service Provider|$1,402,372|—|$1,402,372|

| NOVAK FRANCELLA, LLC|Auditor|$8,250|—|$8,250|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,410,622

- **Estimated Expense Ratio:** 267.218% 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|$126,944|—|$79,869|$8,250|—|

| 2023|$117,292|—|$73,324|$8,000|—|

| 2022|$106,113|—|$62,679|—|$7,000|

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