# Board Of Trustees Of The Local 966 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-local-966-131911036-501

> Board Of Trustees Of The Local 966's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Local 966

- **Sponsor EIN:** 131911036

- **Sponsor Address:** 45-06 PEARSON STREET, 2ND FLOOR, LONG ISLAND CITY, NY, 11101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $232,034

## 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|0|$232,034|$654,590|$0|

| 2023|287|$759,626|$4.6M|$0|

| 2022|299|$1.3M|$4.2M|$28,442|

## 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|

| BENESYS, INC.|Other Service Provider|$107,756|—|$107,756|

| COHEN, WEISS AND SIMON LLP|Other Service Provider|$56,121|—|$56,121|

| NOVAK FRANCELLA, LLC|Auditor|$38,628|—|$38,628|

| AETNA|Other Service Provider|$24,820|—|$24,820|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $227,325

- **Estimated Expense Ratio:** 97.971% 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|$241,861|—|$132,797|$25,199|—|

| 2023|$404,897|—|$115,298|$19,500|—|

| 2022|$370,934|—|$115,116|—|$31,266|

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