Plan Snapshot
- Plan Sponsor: Board Of Trustees Opeiu Benefits Fund
- Sponsor EIN: 136110088
- Sponsor Address: 42 BROADWAY, SUITE 1201, NEW YORK, NY, 10004
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 387
- Total Assets: $7.1M
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 | 387 | $7.1M | $334,335 | $0 |
| 2023 | 558 | $7.1M | $237,991 | $0 |
| 2022 | 521 | $7.2M | $265,603 | $0 |
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 |
|---|---|---|---|---|
| INNOVATIVE SOFTWARE SOLUTIONS | Other Service Provider | $63,243 | — | $63,243 |
| THE SEGAL COMPANY | Other Service Provider | $62,510 | — | $62,510 |
| CALIBRE CPA GROUP PLLC | Auditor | $38,000 | — | $38,000 |
| MARSHALL & MOSS ADMIN. SERVICES | Other Service Provider | $31,008 | — | $31,008 |
| FUSCO GALLAGHER PORCARO & MONROE | Other Service Provider | $30,530 | — | $30,530 |
| JASMIN ESTEVEZ | Other Service Provider | $18,619 | — | $18,619 |
| QUAN VEST INVESTMENT ADVISORS | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,910
- Estimated Expense Ratio: 3.521% 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 | $369,751 | $6,000 | — | $38,000 | — |
| 2023 | $321,019 | $6,000 | — | $38,000 | — |
| 2022 | $494,161 | $6,000 | — | — | $301,356 |