Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Health Fund 917
- Sponsor EIN: 136129427
- Sponsor Address: 22 NORTH TYSON AVENUE, FLORAL PARK, NY, 11001
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,127
- Total Assets: $41.9M
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 | 1,127 | $41.9M | $16.7M | $83,185 |
| 2023 | 1,197 | $43.9M | $17.3M | $62,995 |
| 2022 | 1,222 | $44.1M | $16.9M | $148,657 |
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 |
|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $336,890 | — | $336,890 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $306,432 | — | $306,432 |
| ANA TANG | Other Service Provider | $124,749 | — | $124,749 |
| TARTER, KRINSKY & DROGIN, LLP | Other Service Provider | $113,900 | — | $113,900 |
| ANA MENDOZA | Other Service Provider | $81,032 | — | $81,032 |
| CALIBRE CPA GROUP PLLC | Auditor | $72,909 | — | $72,909 |
| AMALGAMATED MEDICAL MANAGEMENT, INC | Other Service Provider | $56,582 | — | $56,582 |
| FIRST ACTUARIAL CONSULTING INC. | Other Service Provider | $54,000 | — | $54,000 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $53,527 | — | $53,527 |
| UNITED HEALTHCARE INSURANCE CO. | Other Service Provider | $32,030 | — | $32,030 |
| TEAMSTER CENTER SERVICES | Other Service Provider | $29,105 | — | $29,105 |
| AMALGAMATED BANK | Other Service Provider | $11,043 | — | $11,043 |
| SEGAL MARCO ADVISORS | Other Service Provider | $10,000 | — | $10,000 |
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: $1,282,199
- Estimated Expense Ratio: 3.060% 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 | $645,517 | $21,043 | — | $36,044 | — |
| 2023 | $594,698 | $24,676 | — | $35,913 | — |
| 2022 | $563,656 | $29,205 | — | — | $186,450 |