# Boilermakers Local Lodge No. 5 Vacation Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/boilermakers-local-lodge-no-5-vacation-plan-131951757-501

> Boilermakers Local Lodge No. 5 Vacation Plan's Health & Welfare plan: 363 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boilermakers Local Lodge No. 5 Vacation Plan

- **Sponsor EIN:** 131951757

- **Sponsor Address:** 1400 OLD COUNTRY RD STE 406, WESTBURY, NY, 11590

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 363

- **Total Assets:** $2.4M

## 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|363|$2.4M|$2.1M|$0|

| 2023|362|$3.2M|$2.9M|$0|

| 2022|376|$2.4M|$2.1M|$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|

| MARSHALL & MOSS ADMIN SERVICES, INC|Other Service Provider|$47,537|—|$47,537|

| BARNES, IACCARINO & SHEPHERP LLP|Other Service Provider|$9,299|—|$9,299|

| GOULD, KOBRICK & SCHLAPP PC|Other Service Provider|$6,800|—|$6,800|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,636

- **Estimated Expense Ratio:** 2.614% 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|$73,542|—|$47,537|$6,800|—|

| 2023|$64,903|—|$34,124|$6,800|—|

| 2022|$28,795|—|$14,830|—|$9,383|

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