# Board Of Trustees Of Local 1430 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-1430-welfare-fund-131835737-501

> Board Of Trustees Of Local 1430 Welfare Fund's Health & Welfare plan: 289 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 1430 Welfare Fund

- **Sponsor EIN:** 131835737

- **Sponsor Address:** 84 BUSINESS PARK DRIVE, ARMONK, NY, 10504

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 289

- **Total Assets:** $2.9M

## 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|289|$2.9M|$4.6M|$0|

| 2023|300|$2.6M|$3.8M|$0|

| 2022|273|$2.9M|$3.3M|$1,145|

## 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|

| ROSEMARIE MCCARTHY|Other Service Provider|$98,120|—|$98,120|

| LAYNE MCCARTHY|Other Service Provider|$65,948|—|$65,948|

| GILBERTO MENDOZA|Custodian / Trustee|$47,370|—|$47,370|

| LEAH GRAYGOR|Other Service Provider|$45,009|—|$45,009|

| FABIAN & BYRN LLC|Other Service Provider|$43,796|—|$43,796|

| MCCARTHY & PREECE PLLC|Other Service Provider|$42,000|—|$42,000|

| CHRISTINE LAURIE EMPEY|Other Service Provider|$41,953|—|$41,953|

| WEAVER & TIDWELL, LLP|Auditor|$26,000|—|$26,000|

| ANDREW FAIR ESQ|Custodian / Trustee|$18,000|—|$18,000|

| MATTHEW ROCCO|Custodian / Trustee|$18,000|—|$18,000|

| DYLAN WILEY|Custodian / Trustee|$15,000|—|$15,000|

| LAWRENCE S. FISCHER, CPA|Other Service Provider|$9,630|—|$9,630|

| SUMMIT ACTUARIAL SERVICES|Other Service Provider|$9,000|—|$9,000|

| CORSTAR COMMUNICATIONS LLC|Other Service Provider|$7,875|—|$7,875|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $487,701

- **Estimated Expense Ratio:** 16.875% 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|$597,972|$3,000|—|$33,200|—|

| 2023|$692,320|$5,250|—|—|—|

| 2022|$643,527|$5,250|—|—|$126,750|

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