Bd of Trustees Iuoe Local 30 Annuity FundProfit-sharing plan
IUOE LOCAL 30 ANNUITY FUND · WHITESTONE, NY · plan year 2025
Reported admin expense ratio · 2025
0.45%
Peer grade: C+· admin costs + employer contributions vs same-size plans · how grading works
Bd of Trustees Iuoe Local 30 Annuity Fund reported $2,556,425 in plan administrative expenses for 2025: 0.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,088 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 4 years on file its reported administrative ratio has held roughly steady near 0.45%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other construction employers. By assets it is the 191st-largest of 5,648 plans among New York employers on file, and the 111th of 5,337 in construction.
Plan summary
Net assets, end of year$613,374,595
Participants with balances5,018
Active participants4,369
Employer contributions$26,599,827
Employee contributions—
Employer contribution per active participant$6,088
Employer contributions to the Bd of Trustees Iuoe Local 30 Annuity Fund plan · 2025
Employer contribution per active participant$6,088
Median for plans this size$4,295
2025$6,088 per active participant
2024$5,400 per active participant
2023$4,984 per active participant
2022$4,931 per active participant
Bd of Trustees Iuoe Local 30 Annuity Fund's 2025 employer contribution ran above the $4,295 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
What these fees cost you
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Service providers · 202512
COMPREHENSIVE HEALTHCARE SYSTEMS IN · Recordkeeping$12,309
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Recordkeeper by year3
2025COMPREHENSIVE HEALTHCARE SYSTEMS IN
2024COMPREHENSIVE HEALTHCARE SYSTEMS IN, DYNAMIX GROUP, INC., NORTHEASTERN OPERATING ENGNRS FCU
2023HEALTH PLAN SYSTEMS INC., NORTHEASTERN OPERATING ENGNRS FCU
This plan has changed recordkeepers within these filings. If you left Bd of Trustees Iuoe Local 30 Annuity Fund before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Source: U.S. Department of Labor, Form 5500 series, EIN 136595417 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.