Plan Snapshot
- Plan Sponsor: Cemetery Employer Association Union Pension Plan Trustees
- Sponsor EIN: 050531461
- Sponsor Address: 130-04 HORACE HARDING EXPRESSWAY, FLUSHING, NY, 11367
- Plan Type: DB
- Total Participants: 39
- Total Assets: $4.3M
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 | 39 | $4.3M | $0 | $0 |
| 2023 | 47 | $4.3M | $139,084 | $0 |
| 2022 | 47 | $4.0M | $155,167 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL | CONTRACT ADMINISTRATOR | $38,583 | — | $38,583 |
| NPPG | NONE | $18,415 | — | $18,415 |
| SCHULMAN LOBEL | ACCOUNTANT | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULMAN LOBEL — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,498
- Estimated Expense Ratio: 1.740% 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 | $83,066 | $38,583 | — | $17,500 | — |
| 2023 | $99,080 | $38,584 | — | $16,500 | — |
| 2022 | $64,459 | — | $35,320 | — | $19,815 |