# Board Of Trustees Of Local 522 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-522-pension-fund-116171611-001

> Board Of Trustees Of Local 522 Pension Fund's DB plan: 846 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 522 Pension Fund

- **Sponsor EIN:** 116171611

- **Sponsor Address:** 2137 UTICA AVENUE, BROOKLYN, NY, 112343827

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 846

- **Total Assets:** $123.0M

## 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|846|$123.0M|$3.7M|$0|

| 2023|844|$108.4M|$3.4M|$0|

| 2022|846|$100.4M|$3.3M|$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|

| UNITED TEAMSTER FUND|Other Service Provider|$162,879|—|$162,879|

| EAGLE CAPITAL MANAGEMENT|Investment Advisor|$129,082|—|$129,082|

| CALIBRE CPA GROUP, LLP|Auditor|$53,904|—|$53,904|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$48,296|—|$48,296|

| MORGAN STANLEY SMITH BARNEY, LLC|Other Service Provider|$40,000|—|$40,000|

| PRINCIPAL CUSTODY SOLUTIONS|Other Service Provider|$37,227|—|$37,227|

| AUTOMATIC DATA PROCESSING|Other Service Provider|$31,649|—|$31,649|

| FIRST ACTUARIAL CONSULTING, LLC|Other Service Provider|$30,000|—|$30,000|

| INTERCONTINENTAL REAL ESTATE CORP.|Other Service Provider|$28,197|—|$28,197|

| PBI RESEARCH SERVICES|Other Service Provider|$19,950|—|$19,950|

| CARY KANE, PLLC|ERISA Attorney|$19,848|—|$19,848|

| UNION LABOR LIFE INSURANCE COMPANY|Recordkeeper|$14,753|—|$14,753|

| PACIFIC INCOME ADVISORS|Other Service Provider|$14,513|—|$14,513|

| MAXON ADMINISTRATORS, INC.|Other Service Provider|—|$5,124|$5,124|

### Verified Provider Profiles

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

- [EAGLE CAPITAL MANAGEMENT](https://planprovider.pro/provider/eagle-capital-management-llc) — Investment Advisor

- [CALIBRE CPA GROUP, LLP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $635,422

- **Estimated Expense Ratio:** 0.516% 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|$779,517|$226,669|$162,879|$32,650|—|

| 2023|$715,712|$201,902|$170,458|$33,449|—|

| 2022|$705,938|$197,221|$172,981|—|$129,031|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-local-522-pension-fund-116171611-001)

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