Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Local 803 Pension Fund
- Sponsor EIN: 132851614
- Sponsor Address: 75 MAIDEN LANE, SUITE 604, NEW YORK, NY, 10038
- Plan Type: DB
- Total Participants: 0
- Total Assets: $22.6M
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 | 0 | $22.6M | $0 | $0 |
| 2023 | 0 | $23.5M | $0 | $0 |
| 2022 | 812 | $23.0M | $0 | $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 |
|---|---|---|---|---|
| ANITA SIMONELLI | Other Service Provider | $100,846 | — | $100,846 |
| SEGAL MARCO ADVISORS | Other Service Provider | $75,050 | — | $75,050 |
| FRIEDMAN & ANSPACH | Other Service Provider | $36,125 | — | $36,125 |
| FIRST ACTUARIAL CONSULTING TEAM | Other Service Provider | $26,000 | — | $26,000 |
| LUCY GEHA | Other Service Provider | $25,809 | — | $25,809 |
| CALIBRE CPA GROUP PLLC | Auditor | $20,000 | — | $20,000 |
| AMALGAMATED BANK | Other Service Provider | $5,667 | — | $5,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $289,497
- Estimated Expense Ratio: 1.280% 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 | $382,670 | $80,717 | — | $20,000 | — |
| 2023 | $333,842 | $48,693 | — | $18,250 | — |
| 2022 | $360,162 | $95,355 | — | — | $80,250 |