# Board Of Trustees Of Allied Security Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-allied-security-health-welfare-fund-132738779-501

> Board Of Trustees Of Allied Security Health & Welfare Fund's Health & Welfare plan: 725 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Allied Security Health & Welfare Fund

- **Sponsor EIN:** 132738779

- **Sponsor Address:** 332 WILLIS AVENUE, MINEOLA, NY, 115011500

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 725

- **Total Assets:** $4.3M

## 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|725|$4.3M|$465,789|$0|

| 2023|734|$4.3M|$495,716|$0|

| 2022|839|$4.1M|$569,274|$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|

| ARIA EMPLOYEE BENEFIT SERVICES, INC|Other Service Provider|$46,611|—|$46,611|

| MARYBETH STAFFORD|Other Service Provider|$43,333|—|$43,333|

| ALISA BOUDON|Other Service Provider|$31,710|—|$31,710|

| TARA PAMULO|Other Service Provider|$26,000|—|$26,000|

| FEDERATION PENSION BUREAU|Other Service Provider|$21,600|—|$21,600|

| ROCCO J. RICCIARDI|Other Service Provider|$19,004|—|$19,004|

| GOULD KOBRICK & SCHLAPP PC|Auditor|$16,000|—|$16,000|

| AVANTAX ADVISORY SERVICES|Investment Advisor|$15,755|—|$15,755|

| ALLIED INTERNATIONAL UNION|Other Service Provider|$12,000|—|$12,000|

| BARNES IACCARINO & SHEPHERD LLP|Other Service Provider|$9,500|—|$9,500|

| REYNOLDS CONSULTING SERVICES LLC|Other Service Provider|$8,500|—|$8,500|

| MAGNACARE|Other Service Provider|$7,104|—|$7,104|

| DAVID GREENWALD, ESQ. PLLC|Other Service Provider|$6,750|—|$6,750|

### Verified Provider Profiles

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

- [GOULD KOBRICK & SCHLAPP PC](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

- [AVANTAX ADVISORY SERVICES](https://planprovider.pro/provider/avantax-advisory-services) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $263,867

- **Estimated Expense Ratio:** 6.129% 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|$310,056|$24,611|$54,968|$16,000|—|

| 2023|$262,396|$8,325|$60,461|$16,000|—|

| 2022|$202,137|$13,064|$36,392|—|$85,136|

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