Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Marble
- Sponsor EIN: 136118206
- Sponsor Address: 253 WEST 35TH - 12TH FLOOR, NEW YORK, NY, 100011970
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 354
- Total Assets: $11.6M
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 | 354 | $11.6M | $11.3M | $326,913 |
| 2023 | 309 | $10.5M | $9.6M | $114,929 |
| 2022 | 365 | $11.9M | $10.9M | $145,564 |
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 |
|---|---|---|---|---|
| ANTHEM HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $280,536 | — | $280,536 |
| ELEFTHERIOS TERRY VOUVOUDAKIS | Other Service Provider | $129,953 | — | $129,953 |
| MICHAEL SAROSY | Other Service Provider | $117,656 | — | $117,656 |
| ROBIN YOUNG-TYRELL | Other Service Provider | $116,801 | — | $116,801 |
| LABOR FIRST LLC | Other Service Provider | $105,466 | $8,698 | $114,164 |
| DANIEL H. COOK ASSOCIATES, INC. | Other Service Provider | $104,424 | — | $104,424 |
| VIRGINIA & AMBINDER, LLP | Other Service Provider | $61,247 | — | $61,247 |
| BROADREACH MEDICAL RESOURCES | Other Service Provider | $55,775 | — | $55,775 |
| GOULD KOBRICK & SCHLAPP PC | Auditor | $37,669 | — | $37,669 |
| PAYER MATRIX, LLC | Other Service Provider | $26,664 | — | $26,664 |
| COLLERAN OHARA & MILLS L.L.P. | ERISA Attorney | $24,133 | — | $24,133 |
| WORKFORCE ASSIST. PROG & CONSULTING | Other Service Provider | $18,267 | — | $18,267 |
| THE SEGAL COMPANY | Other Service Provider | $17,500 | — | $17,500 |
| VENABLE LLP | ERISA Attorney | $16,022 | — | $16,022 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $9,856 | — | $9,856 |
| QUAN-VEST CONSULTANTS INC. | Other Service Provider | $6,300 | — | $6,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD KOBRICK & SCHLAPP PC — Auditor
- VENABLE LLP — ERISA Attorney
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,136,967
- Estimated Expense Ratio: 9.781% 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 | $1,220,489 | $10,502 | $546,201 | $37,669 | — |
| 2023 | $1,154,401 | $11,122 | $449,153 | $37,290 | — |
| 2022 | $1,320,618 | $10,776 | $620,850 | — | $72,975 |