Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Operating Engineers Local 17 S.C.U.C. Fund
- Sponsor EIN: 222712716
- Sponsor Address: 5959 VERSAILLES ROAD, LAKEVIEW, NY, 14085
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 540
- Total Assets: $324,244
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. |
|---|---|---|---|---|
| 2025 | 540 | $324,244 | $0 | $0 |
| 2024 | 535 | $311,563 | $7,355 | $0 |
| 2023 | 538 | $297,681 | $6,967 | $0 |
| 2022 | 490 | $284,755 | $4,939 | $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 |
|---|---|---|---|---|
| ARCARA LENDA EUSANIO & STACEY CPAS | Other Service Provider | $6,300 | — | $6,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,300
- Estimated Expense Ratio: 1.943% 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 |
|---|---|---|---|---|---|
| 2025 | $7,887 | $1,587 | — | $6,300 | — |
| 2024 | $7,518 | $1,143 | — | $6,000 | — |
| 2023 | $7,100 | $1,099 | — | — | — |
| 2022 | $7,899 | $1,767 | — | — | $6,000 |