# Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf Health & Welfare Plan
Source: https://planprovider.pro/companies/bricklayers-allied-craftworkers-local-buffalo-chapter-health-welf-160849723-501

> Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf's Health & Welfare plan: 313 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

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

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