# Laborers' International Union Of N.A Local 17 Health Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/laborers-international-union-of-n-a-local-17-health-benefit-fund-146022217-501

> Laborers' International Union Of N.A Local 17 Health Benefit Fund's Health & Welfare plan: 616 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Laborers' International Union Of N.A Local 17 Health Benefit Fund

- **Sponsor EIN:** 146022217

- **Sponsor Address:** 451-B LITTLE BRITAIN ROAD, NEWBURGH, NY, 12550

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 616

- **Total Assets:** $25.8M

## 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|616|$25.8M|$11.7M|$1.9M|

| 2023|615|$24.0M|$11.3M|$2.1M|

| 2022|596|$20.1M|$10.5M|$2.2M|

## 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|

| IOA RE, LLC|Other Service Provider|$492,620|—|$492,620|

| MICHAEL MARTUCCI|Other Service Provider|$156,165|—|$156,165|

| SYDNEY GOODRICH|Other Service Provider|$101,976|—|$101,976|

| GINA D'ARAGONA|Other Service Provider|$86,045|—|$86,045|

| MARCIE HOFFMANN|Other Service Provider|$70,737|—|$70,737|

| RBT CPAS, LLP|Other Service Provider|$52,236|—|$52,236|

| THE STANDARD LIFE INSURANCE COMPANY|Other Service Provider|$40,060|—|$40,060|

| SUMMIT ACTUARIAL SERVICES|Other Service Provider|$39,000|—|$39,000|

| JACQUELYN MONGELLI|Other Service Provider|$33,318|—|$33,318|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$26,717|—|$26,717|

| SPECTRUM PENSION AND COMPENSATION|Other Service Provider|$21,800|—|$21,800|

| COMPUDAT SERVICES INC|Other Service Provider|$16,648|—|$16,648|

| CHRISTOPHER J. CERONE|Other Service Provider|$11,978|—|$11,978|

| LISA ARGENIO|Other Service Provider|$6,830|—|$6,830|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,156,130

- **Estimated Expense Ratio:** 4.483% 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|$1,305,925|$11,395|$28,018|—|—|

| 2023|$1,434,371|$9,740|$237,544|—|—|

| 2022|$1,595,622|$10,206|$376,043|—|$165,101|

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