# Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-plan-001-6226

> Board Of Trustees's DB plan: 557 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

- **Sponsor EIN:** 136146226

- **Sponsor Address:** 2459 OCEAN AVENUE SUITE B, RONKONKOMA, NY, 11779

- **Plan Type:** DB

- **Total Participants:** 557

- **Total Assets:** $88.3M

## 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|557|$88.3M|$4.0M|$0|

| 2023|492|$81.3M|$4.4M|$0|

| 2022|483|$75.2M|$2.9M|$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|

| BRHD OF LOCMTV ENG & TRNMN LI GCA|RELATED LABOR ORG.|$285,250|—|$285,250|

| INTERCONTINENTAL REAL ESTATE CO.|NONE|$94,133|—|$94,133|

| INVESTMENT PERFORMANCE SERVICES|NONE|$90,000|—|$90,000|

| BOYD WATTERSON ASSET MANAGEMENT, LL|NONE|$77,163|—|$77,163|

| COHEN, WEISS & SIMON, LLP|UNION COUNSEL|$56,304|—|$56,304|

| WEDGE CAPITAL MANAGEMENT, LLP|NONE|$47,397|—|$47,397|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$38,321|—|$38,321|

| SEGALL BRYANT & HAMILL|NONE|$34,219|—|$34,219|

| GOULD, KOBRICK & SCHLAPP PC|UNION ACCOUNTANT|$31,500|—|$31,500|

| BOLTON PARTNERS, INC.|NONE|$30,000|—|$30,000|

| FIRST EAGLE INVESTMENT MANAGEMENT|NONE|$23,181|—|$23,181|

| CHARTWELL INVESTMENT PARTNERS, LLC|NONE|$21,291|—|$21,291|

| BRHD OF LOCMTV ENG & TRNMN LI WEL F|RELATED BEN PLAN.|$20,195|—|$20,195|

| ULLICO INVESTMENT ADVISORS INC.|NONE|$20,135|—|$20,135|

| THE SEGAL COMPANY|NONE|$16,050|—|$16,050|

| WASHINGTON CAPITAL MANAGEMENT, INC.|NONE|$14,683|—|$14,683|

| AMALGAMATED BANK|NONE|$6,433|—|$6,433|

### Verified Provider Profiles

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

- [GOULD, KOBRICK & SCHLAPP PC](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — UNION ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $906,255

- **Estimated Expense Ratio:** 1.026% 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|$961,065|$387,384|—|$31,500|—|

| 2023|$1,102,279|$364,283|—|$31,500|—|

| 2022|$954,846|$365,702|—|—|$111,480|

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