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 |
|---|---|---|---|---|
| WEDGE CAPITAL MGMT | Other Service Provider | $1,224,588 | — | $1,224,588 |
| ATALANTA SOSNOFF CAPITAL LLC | Other Service Provider | $1,134,029 | — | $1,134,029 |
| MARTINGALE | Other Service Provider | $1,011,741 | — | $1,011,741 |
| STACEY BRAUN | Other Service Provider | $889,604 | — | $889,604 |
| BHMS | Other Service Provider | $813,185 | — | $813,185 |
| PRUDENTIAL TRUST CO (PGIM) | Other Service Provider | $615,363 | — | $615,363 |
| PIMCO | Other Service Provider | $543,113 | — | $543,113 |
| ALLIANCE BERNSTEIN | Other Service Provider | $534,195 | — | $534,195 |
| JP MORGAN | Recordkeeper | $451,259 | — | $451,259 |
| MELVIN FEDER | ERISA Attorney | $333,060 | — | $333,060 |
| M KEY II | Other Service Provider | $262,717 | — | $262,717 |
| CASTIGLIA LLP | Auditor | $243,970 | — | $243,970 |
| P D'ABBRACCIO | Other Service Provider | $230,627 | — | $230,627 |
| THE SEGAL COMPANY | Actuary | $205,992 | — | $205,992 |
| M REID | Other Service Provider | $183,175 | — | $183,175 |
| A TODARO | Other Service Provider | $171,138 | — | $171,138 |
| A D'ABBRACCIO | Other Service Provider | $133,180 | — | $133,180 |
| C NETHAWAY | Other Service Provider | $132,204 | — | $132,204 |
| M HOLGUIN | Other Service Provider | $106,932 | — | $106,932 |
| M CAVALLO | Other Service Provider | $104,163 | — | $104,163 |
| M FERNANDEZ | Other Service Provider | $103,011 | — | $103,011 |
| A PICIULLO | Other Service Provider | $100,152 | — | $100,152 |
| ADP | Other Service Provider | $99,499 | — | $99,499 |
| R JABLONOWSKI | Other Service Provider | $89,474 | — | $89,474 |
| MERRILL LYNCH | Investment Advisor | $85,500 | — | $85,500 |
| A RILEY | Other Service Provider | $84,117 | — | $84,117 |
| A GUARDERAS | Other Service Provider | $70,684 | — | $70,684 |
| M SIMONE | Other Service Provider | $67,571 | — | $67,571 |
| C CHINAPEN | Other Service Provider | $66,679 | — | $66,679 |
| J VARDOULIAS | Other Service Provider | $65,560 | — | $65,560 |
| J CRESPO | Other Service Provider | $63,362 | — | $63,362 |
| R FERNANDEZ | Other Service Provider | $47,308 | — | $47,308 |
| BRIDGEWAY BENEFIT TECH | Other Service Provider | $45,048 | — | $45,048 |
| PREMIER TECHNOLOGY SOLUTIONS | Other Service Provider | $40,746 | — | $40,746 |
| SYNTONIC SYSTEMS | Other Service Provider | $13,530 | — | $13,530 |
| 3P ADMIN SOLUTIONS | Other Service Provider | $13,200 | — | $13,200 |
| STEPHEN O'BEIRNE | Other Service Provider | $9,934 | — | $9,934 |
| LERNER LAW FIRM | ERISA Attorney | $7,995 | — | $7,995 |
| UNION NETWORKING | Other Service Provider | $5,819 | — | $5,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN — Recordkeeper
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,403,424
- Estimated Expense Ratio: 0.344% 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 |