# Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-tr-of-the-empl-sec-fd-of-the-elec-prod-ind-health-welfare-pl-136100908-501

> Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl's Health & Welfare plan: 1,510 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl

- **Sponsor EIN:** 136100908

- **Sponsor Address:** 158-11 HARRY VAN ARSDALE JR. AVENUE, FLUSHING, NY, 11365

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,510

- **Total Assets:** $20.0M

## 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|1,510|$20.0M|$21.3M|$56,524|

| 2023|1,399|$18.0M|$24.6M|$73,661|

| 2022|1,311|$10.6M|$22.5M|$90,697|

## 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|

| MAGNACARE|Other Service Provider|$884,544|—|$884,544|

| JOINT INDUSTRY BOARD|Recordkeeper|$590,749|—|$590,749|

| EXPRESS SCRIPTS|Other Service Provider|$125,409|—|$125,409|

| ALLIANT INSURANCE SERVICES|Other Service Provider|$53,458|—|$53,458|

| MILLIMAN INC|Recordkeeper|$41,000|—|$41,000|

| SIRIUS COMPUTER SOLUTIONS LLC|Other Service Provider|$33,535|—|$33,535|

| DEUTSCHE BANK|Other Service Provider|$19,568|—|$19,568|

| DD SERVICES, INC.|Other Service Provider|$17,872|—|$17,872|

| INSIGHT NORTH AMERICA|Other Service Provider|$7,451|—|$7,451|

| RSM US LLP|Auditor|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,778,586

- **Estimated Expense Ratio:** 8.893% 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|$1,857,871|$7,753|$1,618,574|$5,000|—|

| 2023|$1,775,035|$11,250|$1,602,690|—|—|

| 2022|$1,893,749|$6,094|$1,584,830|—|$57,145|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-tr-of-the-empl-sec-fd-of-the-elec-prod-ind-health-welfare-pl-136100908-501)

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