# Alabama Bankers Association Health & Welfare Plan
Source: https://planprovider.pro/companies/alabama-bankers-association-836796619-501

> Alabama Bankers Association's Health & Welfare plan: 766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alabama Bankers Association

- **Sponsor EIN:** 836796619

- **Sponsor Address:** 445 DEXTER AVENUE, NO. 10025, MONTGOMERY, AL, 36104

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 766

- **Total Assets:** $0

## 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|766|$0|$0|$0|

| 2023|722|$890,270|$6.8M|$0|

| 2022|485|$655,765|$6.7M|$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|

| HEALTHIEST YOU|Other Service Provider|$83,435|—|$83,435|

| AMERICAN BENEFIT SERVICES, INC.|Other Service Provider|$49,386|—|$49,386|

| ALABAMA BANKING SERVICES, INC.|Other Service Provider|$35,976|—|$35,976|

| CARR, RIGGS & INGRAM, L.L.C.|Other Service Provider|$17,566|—|$17,566|

| CRI ADVISORS, LLC|Other Service Provider|$5,938|—|$5,938|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $192,301

### 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|—|—|—|—|—|

| 2023|$97,531|—|—|—|—|

| 2022|$156,727|—|—|—|$45,236|

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