Plan Snapshot
- Plan Sponsor: Trustees Of Laborers Int'L Union Of NA Local Union No. 1822 Health Car
- Sponsor EIN: 166192220
- Sponsor Address: 202 TWIN OAKS DRIVE, SUITE 200A, SYRACUSE, NY, 132061221
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 834
- Total Assets: $13.2M
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 | 834 | $13.2M | $1.9M | $15,885 |
| 2023 | 791 | $11.8M | $1.9M | $20,434 |
| 2022 | 763 | $10.7M | $2.0M | $14,975 |
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 |
|---|---|---|---|---|
| RICHARD DADDARIO JR. | Other Service Provider | $157,514 | — | $157,514 |
| CARRIE CHRISTMAN | Other Service Provider | $128,442 | — | $128,442 |
| DARCANGELO & CO., LLP | Other Service Provider | $23,800 | — | $23,800 |
| JOSEPH W. MCCARTHY & ASSOCIATES | Other Service Provider | $23,112 | — | $23,112 |
| BLITMAN & KING LLP | Other Service Provider | $22,326 | — | $22,326 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $21,665 | — | $21,665 |
| KATHLEEN MECH | Other Service Provider | $9,035 | — | $9,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $385,894
- Estimated Expense Ratio: 2.932% 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 | $305,517 | $21,665 | — | $23,800 | — |
| 2023 | $293,286 | $18,193 | — | $23,650 | — |
| 2022 | $280,472 | $16,306 | — | — | $54,221 |