# Board Of Trustees Of Mason Tenders District Council Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-mason-tenders-district-council-welfare-fund-135537605-501 > Board Of Trustees Of Mason Tenders District Council Welfare Fund's Health & Welfare plan: 7,983 participants, plan year 2024 financials, providers, and bench… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Of Mason Tenders District Council Welfare Fund - **Sponsor EIN:** 135537605 - **Sponsor Address:** 520 EIGHTH AVENUE, SUITE 600, NEW YORK, NY, 100184196 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 7,983 - **Total Assets:** $570.4M ## 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|7,983|$570.4M|$186.8M|$36.6M| | 2023|7,790|$560.4M|$191.6M|$34.3M| | 2022|7,350|$517.7M|$194.6M|$30.6M| ## 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| | AETNA LIFE INS. CO.|Other Service Provider|$4,875,335|$3,890,970|$8,766,305| | SCHULTHEIS & PANETTIERI, LLP|Auditor|$1,756,534|—|$1,756,534| | PROSKAUER ROSE LLP|Other Service Provider|$553,976|—|$553,976| | THE SEGAL CO. (EASTERN STATES), INC|Other Service Provider|$460,591|—|$460,591| | GUTSIN, ANNA|Other Service Provider|$332,807|—|$332,807| | JANUS HENDERSON INVESTORS US LLC.|Other Service Provider|$321,899|—|$321,899| | GORLICK KRAVITZ & LISTHAUS P.C.|ERISA Attorney|$230,170|—|$230,170| | MAHADEO, VICKRAM|Other Service Provider|$193,387|—|$193,387| | WESTERN ASSET MGMT CO. LLC|Other Service Provider|$177,616|—|$177,616| | GIAMMONA, DOMINICK|Other Service Provider|$143,983|—|$143,983| | YANKILEVICH, OLGA|Other Service Provider|$130,742|—|$130,742| | ALLIED SYSTEM INTEGRATORS INC.|Other Service Provider|$124,784|—|$124,784| | MORALES, DAVID|Other Service Provider|$120,601|—|$120,601| | STATE STREET BANK & TRUST COMPANY|Other Service Provider|$105,808|—|$105,808| | CARUANA, CARLO|Other Service Provider|$98,462|—|$98,462| | SINGH, ISHRY|Other Service Provider|$98,067|—|$98,067| | TRUE TYPE PRINTING COMPANY, INC.|Other Service Provider|$87,479|—|$87,479| | MD BUILDING SERVICES|Other Service Provider|$78,091|—|$78,091| | CURATOLO, ANTHONY|Other Service Provider|$77,847|—|$77,847| | SALCEDO, ALEXANDRA|Other Service Provider|$74,325|—|$74,325| | RODRIGUEZ, GUILLERMO|Other Service Provider|$73,321|—|$73,321| | PEREZ (MIRANDA), YNDHIRA|Other Service Provider|$70,270|—|$70,270| | DISPIGNA, MARK A|Other Service Provider|$63,327|—|$63,327| | MOTIERAM, DEVI|Other Service Provider|$62,258|—|$62,258| | ROSARIO, MARIA|Other Service Provider|$60,753|—|$60,753| | PEREZ, XIOMARA|Other Service Provider|$58,746|—|$58,746| | GALLAGHER FIDUCIARY ADVISORS, LLC.|Investment Advisor|$58,565|—|$58,565| | MOROZ, DOMINIKA|Other Service Provider|$58,478|—|$58,478| | GIRALDO-ROBINSON, MONICA|Other Service Provider|$56,005|—|$56,005| | WILLIAM BLAIR INVESTMENT MGMT, LLC.|Other Service Provider|$54,117|—|$54,117| | SANTOS, CARMEN M|Other Service Provider|$53,438|—|$53,438| | SALAS, TATIANA|Other Service Provider|$51,177|—|$51,177| | RODRIGUEZ-PADIN, MARISOL|Other Service Provider|$49,392|—|$49,392| | SCOUT INVESTMENTS, INC|Other Service Provider|$48,296|—|$48,296| | CHANLATTE, GRECIA|Other Service Provider|$46,887|—|$46,887| | HERNANDEZ, HECTOR M.|Other Service Provider|$45,796|—|$45,796| | NIEMIEC, MATEUSZ|Other Service Provider|$45,289|—|$45,289| | ANDINO, JENNIFER|Other Service Provider|$43,788|—|$43,788| | RAMIREZ, JANNI|Other Service Provider|$42,031|—|$42,031| | VELEZ, JAYLA|Other Service Provider|$42,031|—|$42,031| | ROSARIO, BENJAMIN|Other Service Provider|$40,015|—|$40,015| | STATE STREET GLOBAL ADVISORS TRUST|Other Service Provider|$39,898|—|$39,898| | LUCAS, MARTHA C.|Other Service Provider|$39,000|—|$39,000| | ADP|Other Service Provider|$33,488|—|$33,488| | IRON MOUNTAIN INC|Other Service Provider|$30,745|—|$30,745| | BICC SYSTEMS, INC.|Other Service Provider|$29,144|—|$29,144| | TEANECK BUSINESS ASSOCIATES INC.|Other Service Provider|$28,744|—|$28,744| | MICHAEL JAMES INDUSTRIES, INC.|Other Service Provider|$27,454|—|$27,454| | ROBERT M. CHEVERIE & ASSOCIATES, PC|Other Service Provider|$26,200|—|$26,200| | UNITED PRINT GROUP INC.|Other Service Provider|$25,473|—|$25,473| | SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$23,776|$23,776| | COMPUTER RESOURCE GROUP|Other Service Provider|$16,016|—|$16,016| | PREMIER TECHNOLOGY SOLUTIONS INC.|Other Service Provider|$14,950|—|$14,950| | AMALGAMATED EMPLOYEE BENEFIT ADMIN|Other Service Provider|$13,608|—|$13,608| | ARTHUR J. GALLAGHER RISK MANAGEMENT|Other Service Provider|$11,932|—|$11,932| | FILCO CARTING CORP.|Other Service Provider|$11,678|—|$11,678| | VIRGA, JOHN|Other Service Provider|$8,939|—|$8,939| | AVITAR SOLUTIONS, INC.|Other Service Provider|$8,546|—|$8,546| | DAVIS VISION INC.|Other Service Provider|$8,106|—|$8,106| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor - [GALLAGHER FIDUCIARY ADVISORS, LLC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $15,455,151 - **Estimated Expense Ratio:** 2.709% 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|$5,199,135|$705,773|—|$67,500|—| | 2023|$5,417,107|$654,083|—|$65,000|—| | 2022|$4,142,390|$753,018|—|—|$1,053,661| ## Similar Plans - [The Turner Corporation](https://planprovider.pro/companies/the-turner-corporation-401k-plan) — 7,860 participants - [Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund](https://planprovider.pro/companies/iron-workers-local-40-361-417-annuity-plan) — 2,187 participants - [Board Of Trustees Iron Workers Locals 40, 361 & 417 Health Fund](https://planprovider.pro/companies/board-of-trustees-iron-workers-locals-40-361-417-health-fund-135622663-501) — 1,914 participants - [Board Of Trustees Rochester Laborers Annuity Fund](https://planprovider.pro/companies/board-of-trustees-rochester-laborers-annuity-fund-plan) — 1,859 participants - [Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund](https://planprovider.pro/companies/iron-workers-local-40-361-pension-fund-plan) — 1,826 participants - [Hunter Roberts Construction Group, LLC](https://planprovider.pro/companies/hunter-roberts-construction-group-llc-401k-plan) — 312 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-mason-tenders-district-council-welfare-fund-135537605-501) © 2026 PlanProvider.Pro