Plan Snapshot
- Plan Sponsor: Board Of Trustees Welfare Fund Of
- Sponsor EIN: 131665124
- Sponsor Address: 303 MERRICK ROAD, LYNBROOK, NY, 11563
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $478,494
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 | $478,494 | $6,669 | $0 |
| 2023 | 0 | $500,497 | $16,265 | $0 |
| 2022 | 0 | $548,986 | $39,766 | $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 |
|---|---|---|---|---|
| SPIVAK LIPTON LLP | ERISA Attorney | $24,480 | — | $24,480 |
| GOULD, KOBRICK & SCHLAPP P.C. | Auditor | $12,500 | — | $12,500 |
| KOBGO ASSOCIATES, INC | Other Service Provider | $8,457 | — | $8,457 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK & SCHLAPP P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,437
- Estimated Expense Ratio: 9.496% 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 | $50,456 | — | — | — | — |
| 2023 | $50,245 | — | — | — | — |
| 2022 | $71,534 | — | — | — | — |