# Board Of Trustees Of Local 553 Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-553-benefits-fund-136152244-501

> Board Of Trustees Of Local 553 Benefits Fund's Health & Welfare plan: 473 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 553 Benefits Fund

- **Sponsor EIN:** 136152244

- **Sponsor Address:** 265 WEST 14TH STREET, NEW YORK, NY, 10011

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 473

- **Total Assets:** $110,177

## 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|473|$110,177|$67,911|$0|

| 2023|486|$89,942|$70,381|$0|

| 2022|499|$77,471|$42,031|$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|

| CALIBRE CPA GROUP PLLC|Auditor|$9,231|—|$9,231|

### 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:** $9,231

- **Estimated Expense Ratio:** 8.378% 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|$33,065|—|—|$9,231|—|

| 2023|$41,255|—|—|$9,205|—|

| 2022|$24,949|—|—|—|$10,782|

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