# Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-gen-l-com-adj-brhd-locomotive-engineers-510247782-501

> Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers's Health & Welfare plan: 524 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers

- **Sponsor EIN:** 510247782

- **Sponsor Address:** 2459 OCEAN AVENUE SUITE B, RONKONKOMA, NY, 11779

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 524

- **Total Assets:** $1.4M

## 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|524|$1.4M|$642,975|$6,885|

| 2023|495|$1.3M|$519,494|$7,664|

| 2022|473|$1.5M|$617,099|$16,968|

## 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|

| BLET GENERAL COMM. OF ADJUSTMENT|Other Service Provider|$233,979|—|$233,979|

| GOULD, KOBRICK & SCHLAPP, PC|Auditor|$28,000|—|$28,000|

| BOLTON|Other Service Provider|$25,000|—|$25,000|

| DELTA DENTAL|Other Service Provider|$20,404|—|$20,404|

| COHEN WEISS & SIMON, LLP|ERISA Attorney|$8,253|—|$8,253|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$5,500|—|$5,500|

### 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:** $321,136

- **Estimated Expense Ratio:** 22.444% 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|$370,903|$5,500|$20,404|$28,000|—|

| 2023|$334,344|$7,298|$19,260|$28,000|—|

| 2022|$283,264|$7,104|$16,919|—|$52,273|

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