Plan Snapshot
- Plan Sponsor: Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf
- Sponsor EIN: 160849723
- Sponsor Address: 1175 WILLIAM STREET, BUFFALO, NY, 142061805
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 313
- Total Assets: $7.1M
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 | 313 | $7.1M | $3.8M | $119,679 |
| 2023 | 279 | $6.5M | $3.5M | $134,114 |
| 2022 | 271 | $6.2M | $3.7M | $123,714 |
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 |
|---|---|---|---|---|
| CARMEN O'NEAL | Other Service Provider | $42,108 | — | $42,108 |
| RACHEL BOHM | Other Service Provider | $34,085 | — | $34,085 |
| TRONCONI SEGARRA & ASSOCIATES LLP | Other Service Provider | $21,775 | — | $21,775 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $19,957 | — | $19,957 |
| ARCARA LENDA EUSANIO & STACEY | Other Service Provider | $8,693 | — | $8,693 |
| SLEVIN & HART PC | ERISA Attorney | $7,076 | — | $7,076 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,694
- Estimated Expense Ratio: 1.871% 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 | $229,677 | $21,499 | — | $30,468 | — |
| 2023 | $223,613 | $20,404 | — | $20,139 | — |
| 2022 | $190,203 | $18,097 | — | — | $44,514 |