# Correctional Security Trust Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/correctional-security-trust-benefit-fund-141742942-501

> Correctional Security Trust Benefit Fund's Health & Welfare plan: 2,906 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Correctional Security Trust Benefit Fund

- **Sponsor EIN:** 141742942

- **Sponsor Address:** P.O. BOX 869, PLATTSBURGH, NY, 12901

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,906

- **Total Assets:** $1.7M

## 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|2,906|$1.7M|$0|$173,874|

| 2023|2,992|$1.5M|$0|$175,510|

| 2022|3,034|$1.4M|$0|$178,869|

## 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|

| BONADIO & CO., LLP|Auditor|$16,105|—|$16,105|

| EASTERN TECHNICAL SERVICES INC|Other Service Provider|$14,824|—|$14,824|

| PINNACLE PROPERTIES, LLC|Other Service Provider|$6,732|—|$6,732|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,661

- **Estimated Expense Ratio:** 2.200% 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|$52,873|—|—|$16,105|—|

| 2023|$56,147|—|—|—|—|

| 2022|$44,736|—|—|—|$13,333|

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