Plan Snapshot
- Plan Sponsor: Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.
- Sponsor EIN: 136414973
- Sponsor Address: 320 WEST 46TH STREET, NEW YORK, NY, 100363845
- Plan Type: DB
- Total Participants: 2,260
- Total Assets: $664.8M
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 | 2,260 | $664.8M | $29.0M | $0 |
| 2023 | 2,004 | $629.0M | $26.2M | $0 |
| 2022 | 1,383 | $593.1M | $24.6M | $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 |
|---|---|---|---|---|
| JP MORGAN INV. MGMT. INC. | NONE | $709,779 | — | $709,779 |
| ULLICO INVESTMENT ADVISORS INC. | NONE | $403,147 | — | $403,147 |
| BNY MELLON INV MGMT. CAYMAN LTD. | NONE | $299,894 | — | $299,894 |
| LOOMIS SAYLES AND COMPANY | NONE | $289,744 | — | $289,744 |
| PROSKAUER ROSE LLP | NONE | $282,594 | — | $282,594 |
| HOLLY UBILLA | NONE | $275,050 | — | $275,050 |
| SPIVAK LIPTON LLP | NONE | $160,491 | — | $160,491 |
| THE SEGAL COMPANY (EASTERN STATES) | NONE | $150,683 | — | $150,683 |
| DUCENTA SQUARED ASSET MANAGEMENT | NONE | $144,808 | — | $144,808 |
| MEKETA FIDUCIARY MANAGEMENT, LLC | NONE | $134,311 | — | $134,311 |
| GLORIA SHEA | NONE | $122,886 | — | $122,886 |
| MARIANN ZAPPALLA | NONE | $109,891 | — | $109,891 |
| COLBERT CAMBRAN | NONE | $99,916 | — | $99,916 |
| SHIRLEY NELSON | NONE | $84,581 | — | $84,581 |
| TINA TATUM | NONE | $84,098 | — | $84,098 |
| SCHULTHEIS & PANETTIERI, LLP | NONE | $81,999 | — | $81,999 |
| DENISE CARMONA | NONE | $77,393 | — | $77,393 |
| GALLAGHER FIDUCIARY ADVISORS LLC | NONE | $76,479 | — | $76,479 |
| INTECH INVESTMENT MANAGEMENT LLC | NONE | $63,915 | — | $63,915 |
| EWELINA ABUGOV | NONE | $63,401 | — | $63,401 |
| COMERICA INC | NONE | $55,871 | — | $55,871 |
| DIMENSIONAL FUND ADVISORS | NONE | $48,334 | — | $48,334 |
| PWC CONSULTING | NONE | $25,837 | — | $25,837 |
| SEGAL SELECT INSURANCE SERVICES,INC | NONE | — | $20,383 | $20,383 |
| COMPREHENSIVE CONSULTING SOLUTIONS | NONE | $18,140 | — | $18,140 |
| STATE STREET GLOBAL ADVISORS | NONE | $15,649 | — | $15,649 |
| ADEPTUS ADVISORS, LLC | NONE | $14,050 | — | $14,050 |
| SYNTONIC SYSTEMS, INC. | NONE | $8,424 | — | $8,424 |
| PYLON LOGISTICS | NONE | $6,126 | — | $6,126 |
| 9 TO 5 OFFICE SUPPLIES | NONE | $5,801 | — | $5,801 |
| PRELUDE CONSULTING, INC. | NONE | $5,384 | — | $5,384 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INV. MGMT. INC. — NONE
- PROSKAUER ROSE LLP — NONE
- SCHULTHEIS & PANETTIERI, LLP — NONE
- GALLAGHER FIDUCIARY ADVISORS LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,939,059
- Estimated Expense Ratio: 0.592% 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 | $3,689,867 | $2,012,047 | — | $65,750 | — |
| 2023 | $3,526,877 | $2,246,927 | — | $62,168 | — |
| 2022 | $3,626,198 | $2,325,230 | — | — | $618,480 |