# The Board Of Trustees Of The Mosaic & Terrazzo Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-mosaic-terrazzo-welfare-fund-135676828-501

> The Board Of Trustees Of The Mosaic & Terrazzo Welfare Fund's Health & Welfare plan: 217 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Mosaic & Terrazzo Welfare Fund

- **Sponsor EIN:** 135676828

- **Sponsor Address:** 45-34 COURT SQUARE, LONG ISLAND CITY, NY, 11101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 217

- **Total Assets:** $5.4M

## 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.|

| 2024|217|$5.4M|$8.7M|$196,988|

| 2023|250|$5.4M|$5.6M|$2.3M|

| 2022|255|$6.8M|$5.8M|$2.8M|

## 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|

| MOSAIC & TERRAZZO PENSION FUND|Other Service Provider|$361,603|—|$361,603|

| ANTHEM BLUE CROSS AND BLUE SHIELD|Other Service Provider|$189,473|—|$189,473|

| GOULD KOBRICK & SCHLAPP PC|Auditor|$30,500|—|$30,500|

| BASIL CASTROVINCI ASSOCIATES INC|Other Service Provider|$27,759|—|$27,759|

| GORLICK, KRAVITZ & LISTHAUS, PC|Other Service Provider|$16,037|—|$16,037|

| OPTUMRX|Other Service Provider|$5,491|$2,896|$8,387|

| LITTLER MENDELSON|Other Service Provider|$6,733|—|$6,733|

| WORKFORCE ASSISTANCE PROGRAM|Other Service Provider|$5,940|—|$5,940|

### Verified Provider Profiles

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

- [GOULD KOBRICK & SCHLAPP PC](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $646,432

- **Estimated Expense Ratio:** 11.989% 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|$655,305|$2,208|$200,904|$30,500|—|

| 2023|$502,217|$2,640|—|$33,433|—|

| 2022|$510,372|$3,540|—|—|$81,272|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-of-the-mosaic-terrazzo-welfare-fund-135676828-501)

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