# Builders Exchange Of The Southern Tier, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/builders-exchange-of-the-southern-tier-inc-160810677-501

> Builders Exchange Of The Southern Tier, INC.'s Health & Welfare plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Builders Exchange Of The Southern Tier, INC.

- **Sponsor EIN:** 160810677

- **Sponsor Address:** 202 WEST FOURTH STREET, JAMESTOWN, NY, 147014982

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 218

- **Total Assets:** $20.5M

## 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|218|$20.5M|$2.7M|$530,647|

| 2023|210|$20.1M|$2.5M|$555,257|

| 2022|243|$19.3M|$2.7M|$559,683|

## 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|

| ELLIE MUNSON|Other Service Provider|$84,179|—|$84,179|

| CASSANDRA WHITNEY|Other Service Provider|$58,099|—|$58,099|

| DANIELLE MARSH|Other Service Provider|$54,801|—|$54,801|

| O'SULLIVAN ASSOCIATES|Other Service Provider|$38,200|—|$38,200|

| TRONCONI SEGARRA & ASSOCIATES LLP|Other Service Provider|$33,366|—|$33,366|

| JBM COMPUTER CONSULTING|Other Service Provider|$30,574|—|$30,574|

| PCA TECHNOLOGY GROUP|Other Service Provider|$27,022|—|$27,022|

| LIPSITZ, GREEN, SCIME, CAMBRIA LLP|Other Service Provider|$8,014|—|$8,014|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $334,255

- **Estimated Expense Ratio:** 1.627% 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|$495,804|—|$5,602|$33,366|—|

| 2023|$490,092|—|$5,438|$47,714|—|

| 2022|$482,667|—|$5,280|—|$124,653|

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