# The Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-136300270-501

> The Board Of Trustees's Health & Welfare plan: 31,208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees

- **Sponsor EIN:** 136300270

- **Sponsor Address:** 305 WEST 44TH STREET, NEW YORK, NY, 10036

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 31,208

- **Total Assets:** $4.3M

## 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|31,208|$4.3M|$926,323|$0|

| 2023|30,313|$4.1M|$883,020|$0|

| 2022|31,880|$4.0M|$817,246|$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|

| NYHTC HEALTH CENTER INC.|Other Service Provider|$457,036|—|$457,036|

| NYHTC HEALTH BENEFITS FUND|Other Service Provider|$133,385|—|$133,385|

| ELLENOFF GROSSMAN & SCHOLE LLP|ERISA Attorney|$37,413|—|$37,413|

| PITTA LLP|ERISA Attorney|$31,719|—|$31,719|

| THE WAGNER LAW GROUP|ERISA Attorney|$17,233|—|$17,233|

| MSPC|Auditor|$16,000|—|$16,000|

| THE SEGAL COMPANY|Actuary|$7,000|—|$7,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $699,786

- **Estimated Expense Ratio:** 16.314% 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|$765,086|—|—|$19,651|—|

| 2023|$701,946|—|—|$17,799|—|

| 2022|$647,912|—|—|—|$100,367|

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