# Cemetery Employer Association Union Pension Plan Trustees DB Plan
Source: https://planprovider.pro/companies/cemetery-employer-association-union-pension-plan-trustees-plan

> Cemetery Employer Association Union Pension Plan Trustees's DB plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schulman-lobel-llp) — 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|

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