# Boilermakers Local Lodge No. 5 Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/boilermakers-local-lodge-no-5-welfare-plan-136121371-501

> Boilermakers Local Lodge No. 5 Welfare Plan's Health & Welfare plan: 111 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 Welfare Plan

- **Sponsor EIN:** 136121371

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 111

- **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|111|$2.4M|$132,780|$0|

| 2023|111|$2.5M|$199,763|$0|

| 2022|127|$2.6M|$139,818|$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 LLP|Other Service Provider|$30,775|—|$30,775|

| REYNOLDS CONSULTING SERVICES, LLC|Other Service Provider|$10,000|—|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,775

- **Estimated Expense Ratio:** 1.679% 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|$60,759|$10,000|$30,775|$4,400|—|

| 2023|$60,233|$10,000|$30,630|$4,400|—|

| 2022|$27,697|$9,477|$5,393|—|$10,539|

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