# Board Of Trustees Of The Liquor Salesmens Union Local 2 Insurance Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-liquor-salesmens-union-local-2-insurance-136118802-501

> Board Of Trustees Of The Liquor Salesmens Union Local 2 Insurance's Health & Welfare plan: 436 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Liquor Salesmens Union Local 2 Insurance

- **Sponsor EIN:** 136118802

- **Sponsor Address:** 100 ST. MARY'S AVENUE, STATEN ISLAND, NY, 10305

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 436

- **Total Assets:** $5.5M

## 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|436|$5.5M|$756,906|$7,647|

| 2023|449|$5.3M|$774,471|$4,052|

| 2022|447|$5.0M|$777,635|$5,593|

## 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|

| PROSKAUER ROSE LLP|Other Service Provider|$71,454|—|$71,454|

| RAYMOND PAPALEO|Other Service Provider|$59,024|—|$59,024|

| WEAVER AND TIDWELL, L.L.P|Auditor|$25,250|—|$25,250|

| EMPIRE HEALTH CHOICE ASSURANCE INC.|Other Service Provider|$14,817|—|$14,817|

| MANNING & NAPIER ADVISORS LLC|Recordkeeper|$12,412|—|$12,412|

| SEGAL MARCO ADVISORS|Other Service Provider|$10,000|—|$10,000|

| MERRILL LYNCH|Other Service Provider|$9,375|—|$9,375|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL, L.L.P](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [MANNING & NAPIER ADVISORS LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $202,332

- **Estimated Expense Ratio:** 3.688% 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|$372,426|$22,413|$14,817|$25,250|—|

| 2023|$313,484|$31,707|$12,595|$46,000|—|

| 2022|$351,933|$33,531|$13,216|—|$75,649|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-liquor-salesmens-union-local-2-insurance-136118802-501)

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