# Board Of Trustees Of Marble Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-marble-136118206-501

> Board Of Trustees Of Marble's Health & Welfare plan: 354 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 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](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

- [VENABLE LLP](https://planprovider.pro/provider/venable-llp) — ERISA Attorney

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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