Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund
- Sponsor EIN: 135542693
- Sponsor Address: 214-38 42ND AVENUE, BAYSIDE, NY, 11361
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 863
- Total Assets: $78.9M
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 | 863 | $78.9M | $15.7M | $4.5M |
| 2023 | 977 | $89.6M | $16.0M | $4.6M |
| 2022 | 997 | $98.3M | $15.5M | $4.6M |
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 |
|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | Other Service Provider | $504,042 | — | $504,042 |
| GORLICK KRAVITZ & LISTHAUS PC | ERISA Attorney | $480,688 | — | $480,688 |
| FITZSIMMONS ABRAMS, LLP | Auditor | $287,722 | — | $287,722 |
| ABBY KAPLAN | Other Service Provider | $181,683 | — | $181,683 |
| BASYS LLC | Other Service Provider | $173,933 | — | $173,933 |
| PROSKAUER ROSE LLP | Other Service Provider | $152,719 | — | $152,719 |
| ALEXA ARTALE | Other Service Provider | $140,869 | — | $140,869 |
| CHRISTINA MADERICH | Other Service Provider | $125,873 | — | $125,873 |
| HORIZON ACTUARIAL CONSULTING LLC | Other Service Provider | $107,147 | — | $107,147 |
| JESSICA SCHIPPELL | Other Service Provider | $97,997 | — | $97,997 |
| ANGELICA M YAGUAL | Other Service Provider | $93,947 | — | $93,947 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $80,307 | — | $80,307 |
| XIAO MEI QU | Other Service Provider | $78,606 | — | $78,606 |
| FELICIA JONES | Other Service Provider | $73,267 | — | $73,267 |
| ATALANTA SOSNOFF CAPITAL LLC | Investment Advisor | $57,664 | — | $57,664 |
| MELODY COVATI | Other Service Provider | $53,890 | — | $53,890 |
| PART D ADVISORS INC | Other Service Provider | $49,367 | — | $49,367 |
| CIGNA | Other Service Provider | $45,624 | — | $45,624 |
| GIOVANNA BELLANTUONO | Other Service Provider | $30,965 | — | $30,965 |
| FENIMORE ASSET MANAGEMENT, INC. | Other Service Provider | $27,703 | — | $27,703 |
| HARRIS RAND LUSK LLC | Other Service Provider | $25,000 | — | $25,000 |
| MARIA DIMARIA | Other Service Provider | $23,955 | — | $23,955 |
| INVESCO | Other Service Provider | $18,375 | — | $18,375 |
| EAGLE ASSET MANAGEMENT | Other Service Provider | $17,732 | — | $17,732 |
| REYNOLDS CONSULTING SERVICES LLC | Other Service Provider | $15,788 | — | $15,788 |
| TRI-STATE ADMINISTRATORS INC | Other Service Provider | $15,038 | — | $15,038 |
| AMALGAMATED BANK | Other Service Provider | $13,620 | — | $13,620 |
| ADECCO EMPLOYMENT SERVICES | Other Service Provider | $5,259 | — | $5,259 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FITZSIMMONS ABRAMS, LLP — Auditor
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,978,780
- Estimated Expense Ratio: 3.775% 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 | $1,692,083 | $150,883 | — | $49,830 | — |
| 2023 | $1,810,879 | $108,397 | — | $70,730 | — |
| 2022 | $1,872,345 | $136,818 | — | — | $868,594 |