Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 1102 Amalgamated Pension Fund
- Sponsor EIN: 116189397
- Sponsor Address: 311 CROSSWAYS PARK DRIVE, WOODBURY, NY, 117972041
- Plan Type: DB
- Total Participants: 310
- Total Assets: $54.3M
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 | 310 | $54.3M | $665,068 | $0 |
| 2023 | 360 | $47.4M | $984,668 | $0 |
| 2022 | 555 | $38.9M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| LOCAL 1102 RWDSU | Other Service Provider | $189,314 | — | $189,314 |
| HUDSON CANYON CAPITAL | Other Service Provider | $153,326 | — | $153,326 |
| LOCAL 1102 RETIREMENT TRUST | Other Service Provider | $97,377 | — | $97,377 |
| ROTHMAN, ROCCO, LARUFFA, LP | Other Service Provider | $44,923 | — | $44,923 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $39,500 | — | $39,500 |
| CITRIN COOPERMAN & COMPANY LLP | Other Service Provider | $25,326 | — | $25,326 |
| DAHAB ASSOCIATES | Other Service Provider | $25,000 | — | $25,000 |
| CSM ADVISORS, LLC | Other Service Provider | $9,503 | — | $9,503 |
| COMERICA BANK | Other Service Provider | $6,462 | — | $6,462 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $590,731
- Estimated Expense Ratio: 1.088% 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 | $688,080 | $191,661 | — | $23,004 | — |
| 2023 | $567,154 | $160,602 | — | $23,449 | — |
| 2022 | $555,917 | $158,041 | — | — | $106,185 |