# Board Of Trustees Of Asbestos Workers Local 12a Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-asbestos-workers-local-12a-health-fund-113517511-501

> Board Of Trustees Of Asbestos Workers Local 12a Health Fund's Health & Welfare plan: 64 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 Asbestos Workers Local 12a Health Fund

- **Sponsor EIN:** 113517511

- **Sponsor Address:** 1040 AVE OF THE AMERICAS 24TH FL, NEW YORK, NY, 10018

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 64

- **Total Assets:** $7.5M

## 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|64|$7.5M|$2.4M|$3,760|

| 2023|143|$7.2M|$3.1M|$530|

| 2022|144|$6.4M|$2.4M|$11,155|

## 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|

| DH COOK ASSOCIATES|Other Service Provider|$63,000|—|$63,000|

| COLLERAN OHARA & MILLS LLP|Other Service Provider|$52,539|—|$52,539|

| JOSEPH M. STERN ASSOCIATE|Other Service Provider|$28,644|—|$28,644|

| GOULD KOBRICK & SCHLAPP, PC|Auditor|$19,500|—|$19,500|

| ATALANTA SOSNOFF|Other Service Provider|$18,298|—|$18,298|

| BISCEGLIE & ASSOCIATES PC|Other Service Provider|$18,000|—|$18,000|

| MERRILL LYNCH|Other Service Provider|$14,193|—|$14,193|

| RAE CONSULTING|Other Service Provider|$9,125|—|$9,125|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,299

- **Estimated Expense Ratio:** 2.982% 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|$253,291|$18,298|$66,876|$19,500|—|

| 2023|$268,058|$16,107|$67,592|$19,500|—|

| 2022|$2,269,877|—|—|—|—|

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