# Board Of Trustees Of The Electrical Employers Self-Ins Safety Plan Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-the-electrical-employers-self-ins-safety-plan-510151311-502 > Board Of Trustees Of The Electrical Employers Self-Ins Safety Plan's Health & Welfare plan: 11,592 participants, plan year 2024 financials, providers, and be… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Of The Electrical Employers Self-Ins Safety Plan - **Sponsor EIN:** 510151311 - **Sponsor Address:** 158-11 HARRY VAN ARSDALE JR. AVENUE, FLUSHING, NY, 11365 - **Plan Type:** Health & Welfare - **Plan Number:** 502 - **Total Participants:** 11,592 - **Total Assets:** $346.4M ## 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|11,592|$346.4M|$80.4M|$3.1M| | 2023|11,585|$318.7M|$75.9M|$3.5M| | 2022|12,200|$300.8M|$81.4M|$3.8M| ## 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| | JOINT INDUSTRY BOARD|Recordkeeper|$8,961,266|—|$8,961,266| | MAGNACARE|Other Service Provider|$4,032,816|—|$4,032,816| | MILLIMAN INC|Recordkeeper|$316,940|—|$316,940| | CLICK SAFETY.COM, INC.|Other Service Provider|$305,384|—|$305,384| | ALLIANT INSURANCE SERVICES INC.|Other Service Provider|$264,804|—|$264,804| | INSIGHT NORTH AMERICA LLC|Other Service Provider|$217,189|—|$217,189| | COLUMBIA MGMT INVESTMENT ADVISORS|Investment Advisor|$146,618|—|$146,618| | JW SOFTWARE, INC.|Other Service Provider|$113,540|—|$113,540| | HANDLED CLAIMS|Other Service Provider|$100,394|—|$100,394| | HARLEYSVILLE PREFERRED INSURANCE CO|Other Service Provider|$71,547|—|$71,547| | ELLIOT T. HETCH|Other Service Provider|$65,500|—|$65,500| | MYCOMPLY US INC|Other Service Provider|$65,325|—|$65,325| | DEUTSCHE BANK|Other Service Provider|$46,485|—|$46,485| | IN-TEC INC|Other Service Provider|$32,475|—|$32,475| | FABIANI COHEN & HALL LLP|Other Service Provider|$21,848|—|$21,848| | WRIGHT RISK MANAGEMENT, LLC|Other Service Provider|$20,000|—|$20,000| | WILSON ELSER MOSKOWITZ ET. AL.|Other Service Provider|$16,446|—|$16,446| | CARD QUEST|Other Service Provider|$15,600|—|$15,600| | ISO-CLAIMS PARTNERS, INC|Other Service Provider|$14,750|—|$14,750| | PATSON BAGEL INC|Other Service Provider|$13,868|—|$13,868| | APPELLATE INNOVATIONS LLC|Other Service Provider|$12,678|—|$12,678| | LEWIS JOHS AVALLONE AVILES LLP|Other Service Provider|$12,360|—|$12,360| | AMALGAMATED BANK|Other Service Provider|$12,341|—|$12,341| | MILBER MAKRIS PLOUSADIS & SEIDEN|Other Service Provider|$11,420|—|$11,420| | LEGACY OFFICE SOLUTIONS, LLC|Other Service Provider|$7,721|—|$7,721| | JONES JONES LLC|Other Service Provider|$7,435|—|$7,435| | ALICARE INC. / ALIGRAPHICS|Other Service Provider|$7,055|—|$7,055| | STATE STREET BANK & TRUST COMPANY|Other Service Provider|$7,031|—|$7,031| | SEGAL MARCO ADVISORS|Other Service Provider|$5,915|—|$5,915| | IMPALA PRESS, LTD|Other Service Provider|$5,075|—|$5,075| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper - [COLUMBIA MGMT INVESTMENT ADVISORS](https://planprovider.pro/provider/ameriprise-financial-services-llc) — Investment Advisor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $14,931,826 - **Estimated Expense Ratio:** 4.311% 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|$15,326,506|$393,319|$12,994,082|—|—| | 2023|$15,145,981|$343,711|$13,292,716|—|—| | 2022|$14,586,661|$367,370|$12,343,811|—|$461,641| ## Similar Plans - [Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension](https://planprovider.pro/companies/bd-of-tr-of-the-pension-hosp-benefit-pl-of-the-elec-ind-pension-plan) — 15,968 participants - [Ibew Local 1249 Insurance Fund](https://planprovider.pro/companies/ibew-local-1249-insurance-fund-156025162-501) — 3,229 participants - [Board Of Trustees Of I.B.E.W. 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