# 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-131575218-502

> Board Of Trustees Of Bricklayers Insurance And Welfare Fund's Health & Welfare plan: 473 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:** 502

- **Total Participants:** 473

- **Total Assets:** $77,332

## 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|473|$77,332|$1.8M|$20,076|

| 2023|490|$567,172|$1.9M|$18,107|

| 2022|504|$155,480|$2.9M|$15,662|

## 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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$12,500|—|$12,500|

### 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:** $12,500

- **Estimated Expense Ratio:** 16.164% 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|$121,599|—|—|$12,500|—|

| 2023|$113,873|—|—|$12,025|—|

| 2022|$199,435|—|—|—|$11,570|

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