# Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-bricklayers-allied-craftwrkrs-loc-2-albany-ny-health-benefit-f-141461803-501

> Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F's Health & Welfare plan: 555 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-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|

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