# Allied Government Solutions, INC. Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/allied-government-solutions-inc-welfare-trust-274329708-503

> Allied Government Solutions, INC. Welfare Trust's Health & Welfare plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Government Solutions, INC. Welfare Trust

- **Sponsor EIN:** 274329708

- **Sponsor Address:** 90 WASHINGTON STREET SUITE 211, DOVER, NH, 03820

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 87

- **Total Assets:** $478,027

## 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|87|$478,027|$680,297|$199,377|

| 2023|209|$549,329|$750,358|$238,282|

| 2022|148|$412,086|$957,720|$228,989|

## 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|

| ASSURED PARTNERS GSA NATIONAL|Other Service Provider|$42,076|—|$42,076|

| AAFCPAS, INC.|Other Service Provider|$28,000|—|$28,000|

| CIGNA HEALTH AND LIFE INSURANCE CO|Other Service Provider|$27,611|—|$27,611|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,687

- **Estimated Expense Ratio:** 20.435% 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|$70,077|—|$70,077|—|—|

| 2023|$47,464|—|$47,464|—|—|

| 2022|$1,123,637|—|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allied-government-solutions-inc-welfare-trust-274329708-503)

© 2026 PlanProvider.Pro