# Local 1102 Health & Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/local-1102-health-benefit-fund-131768188-501

> Local 1102 Health & Benefit Fund's 401(k) plan: 2,577 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Local 1102 Health & Benefit Fund

- **Sponsor EIN:** 131768188

- **Sponsor Address:** 311 CROSSWAYS PARK DRIVE, WOODBURY, NY, 11797

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,577

- **Total Assets:** $191.6M

## 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.|

| 2025|2,577|$191.6M|$0|$0|

| 2024|2,753|$173.7M|$25.4M|$0|

| 2023|2,610|$154.7M|$27.8M|$71,484|

| 2022|2,786|$129.4M|$26.5M|$168,774|

## 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|

| LOCAL 1102 RETIREMENT TRUST|Other Service Provider|$918,296|—|$918,296|

| LOCAL 1102 RWDSU|Other Service Provider|$784,289|—|$784,289|

| HUDSON CANYON CAPITAL MANAGEMENT LL|Other Service Provider|$381,497|—|$381,497|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$315,143|—|$315,143|

| MAGNACARE ADMINISTRATIVE SERVICES|Other Service Provider|$174,588|—|$174,588|

| ROTHMAN, ROCCO, LARUFFA, LLP|Other Service Provider|$122,217|—|$122,217|

| DD SERVICES INC|Other Service Provider|$77,268|—|$77,268|

| TELEDOC HEALTH INC|Other Service Provider|$57,445|—|$57,445|

| C.S. MCKEE|Other Service Provider|$56,220|—|$56,220|

| NOVAK FRANCELLA, LLC|Other Service Provider|$38,000|—|$38,000|

| FIRST ACTUARIAL CONSULTING, INC.|Other Service Provider|$34,500|—|$34,500|

| DAHAB ASSOCIATES|Other Service Provider|$24,000|—|$24,000|

| COMERICA|Other Service Provider|$22,438|—|$22,438|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$20,717|—|$20,717|

| BMI AUDIT SERVICES|Other Service Provider|$16,310|—|$16,310|

| DR. JOSEPH DEVITO, MD|Other Service Provider|$12,000|—|$12,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,054,928

- **Estimated Expense Ratio:** 1.594% 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|

| 2025|$31,000,425|$484,155|—|$54,310|—|

| 2024|$2,616,721|$448,089|—|$41,731|—|

| 2023|$2,811,703|$373,091|—|$38,648|—|

| 2022|$2,619,486|$369,302|—|—|$190,953|

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