# Board Of Trustees Of Operating Engineers Local 17 S.C.U.C. Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-operating-engineers-local-17-s-c-u-c-fund-222712716-501

> Board Of Trustees Of Operating Engineers Local 17 S.C.U.C. Fund's Health & Welfare plan: 540 participants, plan year 2025 financials, providers, and benchmar…

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Board Of Trustees Local 713 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan) — 27,615 participants

- [Board Of Trustees Local 713 Health & Wel](https://planprovider.pro/companies/board-of-trustees-local-713-health-wel-116490308-501) — 15,283 participants

- [Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) — 5,885 participants

- [Excavators Union Pension Fund Loca](https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan) — 5,553 participants

- [Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio](https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501) — 5,332 participants

- [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 5,154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-operating-engineers-local-17-s-c-u-c-fund-222712716-501)

© 2026 PlanProvider.Pro