# Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-retiree-plan-of-the-iuoe-local-15-welfare-fund-136694320-502

> Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund's Health & Welfare plan: 1,156 participants, plan year 2025 financials, providers, and bench…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Retiree Plan Of The Iuoe Local 15 Welfare Fund

- **Sponsor EIN:** 136694320

- **Sponsor Address:** 44-40 11TH STREET, LONG ISLAND CITY, NY, 11101

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,156

- **Total Assets:** $10,900

## 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.|

| 2025|1,156|$10,900|$0|$0|

| 2024|1,120|$19,034|$6.1M|$0|

| 2023|1,009|$32,946|$4.7M|$0|

| 2022|1,092|$30,143|$5.4M|$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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$10,900|—|$10,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,900

- **Estimated Expense Ratio:** 100.000% 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|

| 2025|$4,874,934|—|—|$10,900|—|

| 2024|$256,650|—|—|$10,900|—|

| 2023|$202,224|—|—|$10,900|—|

| 2022|$250,195|—|—|—|$50,071|

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