Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund
- Sponsor EIN: 516112573
- Sponsor Address: 2070 DEER PARK AVE. 1ST FLOOR, DEER PARK, NY, 11729
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 625
- Total Assets: $5.8M
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 | 625 | $5.8M | $13.3M | $134,470 |
| 2023 | 601 | $6.0M | $12.6M | $127,879 |
| 2022 | 571 | $5.0M | $11.6M | $167,643 |
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 |
|---|---|---|---|---|
| TAMMY TAMBURELLO | Other Service Provider | $43,726 | — | $43,726 |
| CALIBRE CPA GROUP, PLLC | Auditor | $41,617 | — | $41,617 |
| KELLIANNE MCINNIS | Other Service Provider | $32,656 | — | $32,656 |
| CARY KANE, PLLC | ERISA Attorney | $26,510 | — | $26,510 |
| TEAMSTER CENTER SERVICES | Other Service Provider | $14,562 | — | $14,562 |
| MORGAN STANLEY SMITH BARNEY, LLC | Other Service Provider | $7,582 | — | $7,582 |
| O'SULLIVAN ASSOCIATES INC. | Other Service Provider | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $172,053
- Estimated Expense Ratio: 2.981% 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 | $297,751 | $4,549 | — | $33,472 | — |
| 2023 | $300,528 | $6,846 | — | $30,462 | — |
| 2022 | $345,057 | $4,521 | — | — | $131,300 |