# Joint Board Of Trustees Local 2066 DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-local-2066-226171510-001

> Joint Board Of Trustees Local 2066's DB plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Local 2066

- **Sponsor EIN:** 226171510

- **Sponsor Address:** 50 PARSIPPANY ROAD, PARSIPPANY, NJ, 07054

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 192

- **Total Assets:** $3.6M

## 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|192|$3.6M|$0|$0|

| 2023|205|$3.6M|$0|$0|

| 2022|223|$3.7M|$0|$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|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$22,253|—|$22,253|

| GERSON & ASSOC. CPAS AND ADVISORS|Other Service Provider|$19,000|—|$19,000|

| FABIAN & BYRN LLC|Other Service Provider|$18,613|—|$18,613|

| SUMMIT ACTUARIAL SERVICES LLC|Other Service Provider|$7,000|—|$7,000|

| ORANSKY, SCARAGGI, BORG ESQ|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,866

- **Estimated Expense Ratio:** 2.020% 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|$92,296|$22,253|$18,613|$19,000|—|

| 2023|$68,325|—|$17,328|$19,000|—|

| 2022|$71,941|$19,202|$15,000|—|$21,000|

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