# Board Of Trustees Of Local 1205 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-1205-welfare-fund-111586595-501

> Board Of Trustees Of Local 1205 Welfare Fund's Health & Welfare plan: 852 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 Local 1205 Welfare Fund

- **Sponsor EIN:** 111586595

- **Sponsor Address:** 246 CONKLIN STREET, FARMINGDALE, NY, 11735

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 852

- **Total Assets:** $38.7M

## 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|852|$38.7M|$17.9M|$335,552|

| 2023|861|$37.6M|$17.4M|$384,173|

| 2022|852|$36.1M|$17.4M|$419,543|

## 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|$374,253|—|$374,253|

| VENUS TEMPLE|Other Service Provider|$97,093|—|$97,093|

| TINA NARDI|Other Service Provider|$86,498|—|$86,498|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$74,656|—|$74,656|

| ROTHMAN ROCCA LARUFFA, LLP|Other Service Provider|$61,200|—|$61,200|

| MELISSA DIMARIA|Other Service Provider|$58,107|—|$58,107|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$54,129|—|$54,129|

| PAIGE GOLDING|Other Service Provider|$53,445|—|$53,445|

| EXPRESS SCRIPTS, INC|Other Service Provider|$47,892|—|$47,892|

| CHRISSY SINACORI|Other Service Provider|$47,577|—|$47,577|

| AMALGAMATED MEDICAL CARE MGMT.|Other Service Provider|$41,100|—|$41,100|

| CALIBRE CPA GROUP, PLLC|Auditor|$31,127|—|$31,127|

| REYNOLDS CONSULTING SERVICES, LLC|Other Service Provider|$22,000|—|$22,000|

| TEAMSTER CENTER SERVICES|Other Service Provider|$21,984|—|$21,984|

| SELF-INSURED DENTAL SERVICES|Other Service Provider|$21,964|—|$21,964|

| HIGHLAND CAPITAL MANAGEMENT, LLC|Other Service Provider|$13,797|—|$13,797|

| AMALGAMATED BANK|Other Service Provider|$8,350|$94|$8,444|

| FREDRICK AST|Other Service Provider|$7,200|—|$7,200|

| CITRIN COOPERMAN ADVISORS LLC|Other Service Provider|$6,923|—|$6,923|

| UNITED LABOR SYSTEMS|Other Service Provider|$5,937|—|$5,937|

### 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:** $1,135,326

- **Estimated Expense Ratio:** 2.935% 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|$802,626|$42,287|—|$31,127|—|

| 2023|$772,065|$39,782|—|$28,568|—|

| 2022|$787,342|$34,971|—|—|$166,175|

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