# Board Of Trustees Pension Fund Of Union Of Greater New York Local 306 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-pension-fund-of-union-of-greater-new-york-local-306-plan

> Board Of Trustees Pension Fund Of Union Of Greater New York Local 306's DB plan: 19 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Pension Fund Of Union Of Greater New York Local 306

- **Sponsor EIN:** 136613842

- **Sponsor Address:** 303 MERRICK ROAD, LYNBROOK, NY, 11563

- **Plan Type:** DB

- **Total Participants:** 19

- **Total Assets:** $25.3M

## 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|19|$25.3M|$600,005|$0|

| 2023|37|$6.2M|$1.2M|$0|

| 2022|26|$7.3M|$425,881|$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|

| ADMINISTRATIVE SERVICES ONLY, INC|NONE|$96,948|—|$96,948|

| THE SEGAL COMPANY|NONE|$88,933|—|$88,933|

| SPIVAK LIPTON LLP|UNION ATTORNEY|$51,048|—|$51,048|

| STACEY BRAUN|NONE|$45,141|—|$45,141|

| GOULD, KOBRICK & SCHLAPP, P.C|NONE|$27,000|—|$27,000|

### Verified Provider Profiles

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

- [GOULD, KOBRICK & SCHLAPP, P.C](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $309,070

- **Estimated Expense Ratio:** 1.224% 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|$356,165|$45,141|$96,948|$24,000|—|

| 2023|$502,267|$20,026|$96,948|$24,000|—|

| 2022|$463,858|$39,254|$96,948|—|$283,888|

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