Plan Snapshot
- Plan Sponsor: Local 91 Pension Fund Board Of Trustees
- Sponsor EIN: 116218316
- Sponsor Address: 419 WILLIS AVENUE, WILLISTON PARK, NY, 115962226
- Plan Type: DB
- Plan Number: 001
- Total Participants: 4,797
- Total Assets: $206.4M
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 | 4,797 | $206.4M | $0 | $0 |
| 2024 | 2,470 | $180.4M | $9.2M | $0 |
| 2023 | 2,588 | $156.9M | $8.5M | $0 |
| 2022 | 2,324 | $134.3M | $8.8M | $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 |
|---|---|---|---|---|
| COLUMBIA THREADNEEDLE | Other Service Provider | — | $276,554 | $276,554 |
| GLORIA CANCELLIERE | Other Service Provider | $202,800 | — | $202,800 |
| AMALGAMATED | Other Service Provider | $199,001 | — | $199,001 |
| BRIDEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $147,467 | — | $147,467 |
| MICHAEL CANCELLIERE | Other Service Provider | $84,150 | — | $84,150 |
| THE SEGAL COMPANY | Other Service Provider | $62,513 | — | $62,513 |
| CHEVY CHASE TRUST | Other Service Provider | $50,024 | — | $50,024 |
| QUAN VEST CONSULTANTS | Other Service Provider | $37,992 | — | $37,992 |
| INVESCO | Other Service Provider | $33,363 | — | $33,363 |
| L.H. ROSOFF & CO., LLP | Other Service Provider | $32,000 | — | $32,000 |
| BANK OF AMERICA | Other Service Provider | $23,677 | — | $23,677 |
| BARNES, IACCARINO & SHEPHERD | Other Service Provider | $23,500 | — | $23,500 |
| STEWART ALTMAN | Other Service Provider | $20,900 | — | $20,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,193,941
- Estimated Expense Ratio: 0.578% 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 | $7,159,042 | $421,609 | $199,001 | $32,000 | — |
| 2024 | $1,393,646 | $409,230 | $187,529 | $29,000 | — |
| 2023 | $1,176,897 | $372,306 | $164,054 | $30,000 | — |
| 2022 | $1,146,623 | $365,845 | $165,375 | — | $132,850 |