Plan Snapshot
- Plan Sponsor: Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F
- Sponsor EIN: 141461803
- Sponsor Address: 300 CENTRE DRIVE, ALBANY, NY, 12203
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 555
- Total Assets: $13.0M
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 | 555 | $13.0M | $6.9M | $1.4M |
| 2023 | 598 | $13.5M | $7.1M | $1.5M |
| 2022 | 590 | $12.4M | $6.6M | $1.4M |
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 |
|---|---|---|---|---|
| MVP SELECT CARE, INC | Other Service Provider | $221,588 | — | $221,588 |
| MEGHAN LEFSYK | Other Service Provider | $101,496 | — | $101,496 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $72,866 | — | $72,866 |
| STACY REDMOND | Other Service Provider | $68,242 | — | $68,242 |
| ELIZABETH ROUNDS | Other Service Provider | $56,499 | — | $56,499 |
| BLITMAN & KING LLP | Other Service Provider | $54,601 | — | $54,601 |
| BENJAMIN ZONCA | Other Service Provider | $51,447 | — | $51,447 |
| BOLTON PARTNERS NORTHEAST, INC | Other Service Provider | $47,364 | — | $47,364 |
| JENNIFER SCHNURR | Other Service Provider | $33,210 | — | $33,210 |
| MODERN ADMINISTRATION SYSTEMS LLC | Other Service Provider | $31,459 | — | $31,459 |
| MORGAN STANLEY SMITH BARNEY | Other Service Provider | $20,225 | — | $20,225 |
| JOSEPH W MCCARTHY & ASSOCIATES | Other Service Provider | $16,327 | — | $16,327 |
| EXPRESS SCRIPTS, INC | Other Service Provider | $13,631 | — | $13,631 |
| INTEGRA CONSULTING, INC | Other Service Provider | $13,535 | — | $13,535 |
| KARPUS INVESTMENT MANAGEMENT | Other Service Provider | $7,612 | — | $7,612 |
| CHECKWISE PAYROLL LLC | Other Service Provider | $5,779 | — | $5,779 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $815,881
- Estimated Expense Ratio: 6.299% 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 | $657,053 | $46,346 | — | $62,000 | — |
| 2023 | $682,039 | $43,106 | — | $60,000 | — |
| 2022 | $691,540 | $38,554 | — | — | $186,837 |