# Board Of Trustees Opeiu Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-opeiu-benefits-fund-136110088-501

> Board Of Trustees Opeiu Benefits Fund's Health & Welfare plan: 387 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 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](https://planprovider.pro/provider/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|

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