# Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-nysa-ila-pension-trust-fund-and-plan-plan

> Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan's DB plan: 4,332 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, Nysa-Ila Pension Trust Fund And Plan

- **Sponsor EIN:** 135652028

- **Sponsor Address:** 10 EXCHANGE PLACE SUITE 1400, JERSEY CITY, NJ, 07302

- **Plan Type:** DB

- **Total Participants:** 4,332

- **Total Assets:** $1.4B

## 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|4,332|$1.4B|$50.5M|$0|

| 2023|4,307|$1.2B|$30.6M|$0|

| 2022|4,139|$1.1B|$116.1M|$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|

| HANCOCK S-REIT JCITY CORP|BUILDING MANAGEMENT|$999,910|—|$999,910|

| ULLICO INFRASTRUCTURE|INVESTMENT MANAGEMENT FEE|$897,001|—|$897,001|

| BOYD WATTERSON ASSET MGMT LLC|INVESTMENT MANAGEMENT FEE|$851,894|—|$851,894|

| RBC GLOBAL ASSET MANAGEMENT U.S.|INVESTMENT MANAGEMENT FEE|$804,427|—|$804,427|

| PRINCIPAL GLOBAL INVESTORS|INVESTMENT MANAGEMENT FEE|$734,967|—|$734,967|

| LOOMIS, SAYLES & CO.|INVESTMENT MANAGEMENT FEE|$475,161|—|$475,161|

| EBERTS & HARRISON|INSURANCE|$365,573|—|$365,573|

| CHARLES WARD|EMPLOYEE|$364,241|—|$364,241|

| INTERCONTINENTAL REAL ESTATE CORP|INVESTMENT MANAGEMENT FEE|$216,840|—|$216,840|

| AMALGAMATED BANK|INVESTMENT MANAGEMENT FEE|$195,964|—|$195,964|

| REYNOLDS CONSULTING SERVICES|INVESTMENT ADVISOR|$186,284|—|$186,284|

| MILA MANAGED HEALTH CARE|OTHER SERVICES|$174,374|—|$174,374|

| JOSEPH AURIGEMMA|EMPLOYEE|$144,318|—|$144,318|

| THE LAMBOS FIRM LLP|NYSA COUNSEL|$135,407|—|$135,407|

| MAZZOLA MARDON, P.C.|ILA COUNSEL|$134,685|—|$134,685|

| THE SEGAL COMPANY|ACTUARY|$131,464|—|$131,464|

| PHILIP SCHWARTZ|EMPLOYEE|$117,936|—|$117,936|

| JESSICA LATORRE|EMPLOYEE|$112,039|—|$112,039|

| FEESPERANZA TABLAN|EMPLOYEE|$94,451|—|$94,451|

| JEANNETTE FINA|EMPLOYEE|$91,573|—|$91,573|

| AMIRA RUSSELL|EMPLOYEE|$89,677|—|$89,677|

| MARY DUNPHY|EMPLOYEE|$87,646|—|$87,646|

| CNA INSURANCE|INSURANCE|$83,640|—|$83,640|

| PRINCIPAL CUSTODY SOLUTIONS|CORPORATE TRUSTEE|$63,565|—|$63,565|

| DESENA & CO. CPAS LLC|AUDITOR|$59,564|—|$59,564|

| ROLLS OFFSET FINANCIAL PRINTING,LLC|PRINTER|$33,838|—|$33,838|

| PREVENTIVE PLUS PA|MEDICAL|$10,950|—|$10,950|

| HARVARD MAINTENANCE|JANITORIAL SERVICES|$8,203|—|$8,203|

| JKC ASSOCIATES INC.|PRINTER|$5,877|—|$5,877|

### Verified Provider Profiles

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

- [RBC GLOBAL ASSET MANAGEMENT U.S.](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT MANAGEMENT FEE

- [CHARLES WARD](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [JOSEPH AURIGEMMA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [PHILIP SCHWARTZ](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [JESSICA LATORRE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [FEESPERANZA TABLAN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [JEANNETTE FINA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [AMIRA RUSSELL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [MARY DUNPHY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,671,469

- **Estimated Expense Ratio:** 0.561% 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|$5,432,907|$2,625,520|—|$58,415|—|

| 2023|$4,626,566|$1,845,021|—|$64,202|—|

| 2022|$4,569,321|$1,747,823|—|—|$569,848|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-nysa-ila-pension-trust-fund-and-plan-plan)

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