Plan Snapshot
- Plan Sponsor: Affiliated Physicians And Employers Master Trust
- Sponsor EIN: 456416517
- Sponsor Address: 3131 PRINCETON PIKE, LAWRENCEVILLE, NJ, 08648
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 0
- Total Assets: $8.0M
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. |
|---|---|---|---|---|
| 2025 | 0 | $8.0M | $0 | $0 |
| 2024 | 0 | $4.5M | $0 | $0 |
| 2023 | 0 | $3.0M | $0 | $0 |
| 2022 | 0 | $1.8M | $0 | $0 |
| 2021 | 0 | $6.9M | $130.4M | $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 |
|---|---|---|---|---|
| CONCORD MANGEMENT RESOUCRES | Other Service Provider | $288,156 | — | $288,156 |
| LAW FIRM OF BRIAN W. HOFMEISTER LLC | Other Service Provider | $231,283 | — | $231,283 |
| GENOVA BURNS, LLC | Other Service Provider | $126,772 | — | $126,772 |
| DFL GROUP | Other Service Provider | $90,628 | — | $90,628 |
| MCMANIMON, SCOTLAND & BAUMANN LLC | Other Service Provider | $87,182 | — | $87,182 |
| AAJ TECHNOLOGIES | Other Service Provider | $60,000 | — | $60,000 |
| DAVIES ACTUARIAL AUDIT & CONSULTING | Other Service Provider | $25,263 | — | $25,263 |
| MAZARS USA LLP | Other Service Provider | $17,941 | — | $17,941 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $927,225
- Estimated Expense Ratio: 11.578% 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 |
|---|---|---|---|---|---|
| 2025 | $516,984 | — | — | — | — |
| 2024 | $440,795 | — | — | — | — |
| 2023 | $1,368,110 | — | — | — | — |
| 2022 | $2,086,066 | — | — | — | — |
| 2021 | $29,862,824 | — | $11,588,786 | — | — |