# Board Of Trustees Welfare Fund Of Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-welfare-fund-of-131665124-501

> Board Of Trustees Welfare Fund Of's Health & Welfare plan: 0 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 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.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — 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|—|—|—|—|

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