# Trustees Insurance Fund Local 83 401(k) Plan
Source: https://planprovider.pro/companies/trustees-insurance-fund-local-83-141435258-501

> Trustees Insurance Fund Local 83's 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Insurance Fund Local 83

- **Sponsor EIN:** 141435258

- **Sponsor Address:** 900 COMMERCE DR, CLIFTON PARK, NY, 12065

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

- **Plan Number:** 501

- **Total Participants:** 241

- **Total Assets:** $19.8M

## 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|241|$19.8M|$5.4M|$718,085|

| 2023|256|$18.7M|$5.2M|$751,957|

| 2022|273|$17.3M|$5.6M|$750,354|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$98,556|—|$98,556|

| MARSHALL & STERLING|Other Service Provider|$75,749|—|$75,749|

| HEALTHNOW ADMINISTRATIVE SERVICES|Other Service Provider|$69,073|—|$69,073|

| TEAL, BECKER & CHIARAMONTE CPAS|Other Service Provider|$41,500|—|$41,500|

| JAMES M. SHEPPARD, CPA|Other Service Provider|$20,520|—|$20,520|

| BPAS ACTUARIAL AND PENSION SERVICE|Recordkeeper|$16,900|—|$16,900|

| DELTA DENTAL OF NEW YORK, INC.|Other Service Provider|$16,391|—|$16,391|

| KRAKOW, SOURIS & LANDRY|Other Service Provider|$15,000|—|$15,000|

| RIGHT RX, LLC D/B/A US-RX CARE|Other Service Provider|$10,658|—|$10,658|

### Verified Provider Profiles

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

- [BPAS ACTUARIAL AND PENSION SERVICE](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $364,347

- **Estimated Expense Ratio:** 1.841% 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|$511,037|$103,654|—|$41,500|—|

| 2023|$561,999|$94,498|—|$41,500|—|

| 2022|$494,466|$85,147|—|—|$188,595|

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