# Affiliated Physicians And Employers Master Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/affiliated-physicians-and-employers-master-trust-456416517-510

> Affiliated Physicians And Employers Master Trust's Health & Welfare plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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