# Board Of Trustees Of Health Fund 917 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-health-fund-917-136129427-501

> Board Of Trustees Of Health Fund 917's Health & Welfare plan: 1,127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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