# Board Of Trustees Of Bricklayers Insurance And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-bricklayers-insurance-and-welfare-fund-131575218-501

> Board Of Trustees Of Bricklayers Insurance And Welfare Fund's Health & Welfare plan: 877 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Bricklayers Insurance And Welfare Fund

- **Sponsor EIN:** 131575218

- **Sponsor Address:** 66-05 WOODHAVEN BOULEVARD, REGO PARK, NY, 113745227

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 877

- **Total Assets:** $30.2M

## 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|877|$30.2M|$14.9M|$8.6M|

| 2023|896|$29.8M|$16.0M|$9.3M|

| 2022|903|$27.2M|$11.9M|$8.0M|

## 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|

| MAGNACARE|Other Service Provider|$393,329|—|$393,329|

| ANTHEM BLUE CROSS|Other Service Provider|$354,371|—|$354,371|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$169,853|—|$169,853|

| DOAR RIECK KALEY & MACK|ERISA Attorney|$94,659|—|$94,659|

| FUIMAN MOGILA LLP|Other Service Provider|$87,777|—|$87,777|

| DATA SURGE SOLUTIONS OF NY INC|Other Service Provider|$59,285|—|$59,285|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$55,902|—|$55,902|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$40,000|—|$40,000|

| ADMINISTRATIVE SERVICES ONLY, INC|Other Service Provider|$30,795|—|$30,795|

| CUNNINGHAM & CUNNINGHAM, LLP|Other Service Provider|$29,708|—|$29,708|

| HIGHLAND CAPITAL MGMT LLC|Other Service Provider|$16,957|—|$16,957|

| REAL TIME CONSULTANTS|Other Service Provider|$13,564|—|$13,564|

| SMART DATA SOLUTIONS|Other Service Provider|$10,855|—|$10,855|

| WILMINGTON TRUST|Other Service Provider|$10,055|—|$10,055|

| QUANVEST-VEST CONSULTANTS, INC.|Other Service Provider|$5,616|—|$5,616|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,372,726

- **Estimated Expense Ratio:** 4.550% 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|$1,572,241|$10,055|—|$53,825|—|

| 2023|$1,475,906|$23,679|—|$51,750|—|

| 2022|$1,644,980|$37,554|—|—|$573,228|

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