# Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-cement-and-concrete-workers-dc-welfare-fund-135542693-501

> Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund's Health & Welfare plan: 863 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — Auditor

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-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|

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