Plan Snapshot
- Plan Sponsor: Excavators Union Pension Fund Loca
- Sponsor EIN: 131809825
- Sponsor Address: 34-11 35TH AVENUE, ASTORIA, NY, 11106
- Plan Type: DB
- Total Participants: 5,553
- Total Assets: $3.0B
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 | 5,553 | $3.0B | $146.4M | $0 |
| 2023 | 5,257 | $2.6B | $133.9M | $0 |
| 2022 | 5,279 | $2.3B | $127.0M | $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 |
|---|---|---|---|---|
| CASTIGLIA, LLP | Auditor | $166,618 | — | $166,618 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,618
- Estimated Expense Ratio: 0.006% 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 | $11,269,363 | $6,851,318 | — | $166,618 | — |
| 2023 | $10,244,509 | $5,921,135 | — | $165,056 | — |
| 2022 | $9,692,275 | $5,883,707 | — | — | $790,711 |