Plan Snapshot
- Plan Sponsor: Board Of Trustees Publishers' Newspaper And Mail Deliverers' Welfare F
- Sponsor EIN: 131657415
- Sponsor Address: 1400 OLD COUNTRY ROAD, WESTBURY, NY, 11590
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.7M
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 | 0 | $1.7M | $0 | $0 |
| 2023 | 0 | $1.9M | $0 | $0 |
| 2022 | 0 | $2.0M | $0 | $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 |
|---|---|---|---|---|
| C&R CONSULTING, INC. | Other Service Provider | $30,000 | — | $30,000 |
| CALIBRE CPA GROUP, PLLC | Auditor | $22,000 | — | $22,000 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $16,295 | — | $16,295 |
| JAMES BRILL | Custodian / Trustee | $9,000 | — | $9,000 |
| KAUFF, MCGUIRE & MARGOLIS, LLP | Other Service Provider | $5,800 | — | $5,800 |
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: $83,095
- Estimated Expense Ratio: 4.796% 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 | $111,399 | $3,000 | $30,000 | $22,000 | — |
| 2023 | $106,740 | $3,000 | $30,000 | $22,000 | — |
| 2022 | $115,973 | $1,000 | $30,000 | — | $48,810 |