# Bot Of Smart Local 137 Insurance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-of-smart-local-137-insurance-fund-135520944-501

> Bot Of Smart Local 137 Insurance Fund's Health & Welfare plan: 190 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bot Of Smart Local 137 Insurance Fund

- **Sponsor EIN:** 135520944

- **Sponsor Address:** 50-02 5TH STREET, STE A, LONG ISLAND CITY, NY, 11101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 190

- **Total Assets:** $17.7M

## 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.|

| 2025|190|$17.7M|$0|$0|

| 2024|249|$17.7M|$6.3M|$154,980|

| 2023|254|$16.9M|$6.4M|$143,320|

| 2022|266|$15.7M|$6.3M|$140,375|

## 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|

| R. BASULTO|Other Service Provider|$153,550|—|$153,550|

| ANTHEM HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$138,284|—|$138,284|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$122,187|—|$122,187|

| P. KIERNAN|Other Service Provider|$101,431|—|$101,431|

| S. D FREDA|Other Service Provider|$99,356|—|$99,356|

| BENESYS, INC.|Other Service Provider|$47,650|—|$47,650|

| THE SEGAL CO (EASTERN STATES), INC.|Other Service Provider|$42,500|—|$42,500|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$38,629|—|$38,629|

| CYBERSECOP|Other Service Provider|$37,200|—|$37,200|

| LABOR FIRST, LLC|Other Service Provider|$21,345|—|$21,345|

| COLLERAN, O'HARA & MILLS LLP|ERISA Attorney|$20,654|—|$20,654|

| INTERNATIONAL FOUNDATION OF EMPLOYE|Other Service Provider|$14,650|—|$14,650|

| GUARDIAN LIFE INSURANCE|Other Service Provider|$14,448|—|$14,448|

| GREGORY MATTHEW WEALTH MANAGEMENT|Other Service Provider|$13,367|—|$13,367|

| PAYCHEX|Other Service Provider|$5,872|—|$5,872|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $871,123

- **Estimated Expense Ratio:** 4.935% 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|

| 2025|$7,874,481|$19,723|—|$56,000|—|

| 2024|$598,135|$17,460|—|$55,000|—|

| 2023|$567,367|$16,361|—|$54,000|—|

| 2022|$525,891|$14,301|—|—|$153,744|

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