# Board Of Trustees Metal Lathers Trust Fund 46 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-metal-lathers-trust-fund-46-132878811-501

> Board Of Trustees Metal Lathers Trust Fund 46's Health & Welfare plan: 682 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 Metal Lathers Trust Fund 46

- **Sponsor EIN:** 132878811

- **Sponsor Address:** 61-02 32ND AVENUE, WOODSIDE, NY, 11377

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 682

- **Total Assets:** $22.6M

## 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|682|$22.6M|$24.7M|$365,743|

| 2023|679|$24.2M|$25.6M|$424,355|

| 2022|1,012|$23.5M|$25.8M|$556,170|

## 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|

| EMPIRE HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$742,487|—|$742,487|

| FITZSIMMONS ABRAMS, LLP|Auditor|$190,781|—|$190,781|

| PROSKAUER ROSE LLP|Other Service Provider|$137,245|—|$137,245|

| MARSHALL AND MOSS, LLP|Other Service Provider|$86,112|—|$86,112|

| THE SEGAL COMPANY|Other Service Provider|$77,000|—|$77,000|

| JBM COMPUTER CONSULTANTS INC|Other Service Provider|$74,975|—|$74,975|

| CLAUDINE D KAY|Other Service Provider|$66,096|—|$66,096|

| CALIBRE CPA GROUP PLLC|Auditor|$41,000|—|$41,000|

| JENNIFER GARCIA|Other Service Provider|$40,386|—|$40,386|

| COLLERAN O'HARA & MILLS LLP|Other Service Provider|$39,756|—|$39,756|

| SYLVIA REYES|Other Service Provider|$31,584|—|$31,584|

| REYNOLDS CONSULTING SERVICES, LLC|Other Service Provider|$12,500|—|$12,500|

| LOCKTIGHT SOLUTIONS, INC.|Other Service Provider|$7,410|—|$7,410|

| NATHAN & BERNSTEIN CPA, P.C.|Other Service Provider|$6,689|—|$6,689|

### Verified Provider Profiles

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

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — Auditor

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,554,021

- **Estimated Expense Ratio:** 6.861% 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|$1,208,825|$68,303|$86,112|$41,000|—|

| 2023|$1,132,135|$75,709|$94,505|$41,000|—|

| 2022|$1,180,428|$107,912|—|—|$524,394|

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