# Trustees Of Local No. 41 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-local-no-41-pension-plan-160851799-001

> Trustees Of Local No. 41 Pension Plan's DB plan: 675 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local No. 41 Pension Plan

- **Sponsor EIN:** 160851799

- **Sponsor Address:** 3546 CALIFORNIA ROAD, ORCHARD PARK, NY, 141271746

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 675

- **Total Assets:** $285.0M

## 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|675|$285.0M|$12.1M|$0|

| 2023|628|$262.5M|$11.1M|$0|

| 2022|594|$249.0M|$10.7M|$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|

| MANNING & NAPIER|Other Service Provider|$953,115|—|$953,115|

| LOCAL NO. 41 IBEW HEALTH FUND|Other Service Provider|$137,943|—|$137,943|

| ULLICO INVESTMENT ADVISORS|Other Service Provider|$109,159|—|$109,159|

| SEGAL MARCO ADVISORS|Other Service Provider|$75,750|—|$75,750|

| NATIONAL REAL ESTATE ADVISORS, LLC|Other Service Provider|$71,718|—|$71,718|

| WILMINGTON TRUST, NA|Other Service Provider|$69,871|—|$69,871|

| O'SULLIVAN & ASSOCIATES|Other Service Provider|$51,093|—|$51,093|

| ARCARA, LENDA, EUSANIO & STACEY CPA|Other Service Provider|$37,214|—|$37,214|

| BLITMAN & KING LLP|Other Service Provider|$34,275|—|$34,275|

| ASB ALLEGIANCE REAL ESTATE FUND|Other Service Provider|$30,150|—|$30,150|

| M&T BANK CORPORATION|Other Service Provider|$14,393|—|$14,393|

| JBM COMPUTER CONSULTANTS|Other Service Provider|$12,397|—|$12,397|

| NETRIO|Other Service Provider|$6,979|—|$6,979|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,604,057

- **Estimated Expense Ratio:** 0.563% 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|$1,588,755|$1,024,832|—|$37,214|—|

| 2023|$1,441,147|$935,956|—|$36,082|—|

| 2022|$1,611,439|$1,194,482|—|—|$209,886|

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