# American Association Of Business Networking Health & Welfare Plan
Source: https://planprovider.pro/companies/american-association-of-business-networking-631012610-501

> American Association Of Business Networking's Health & Welfare plan: 787 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** American Association Of Business Networking

- **Sponsor EIN:** 631012610

- **Sponsor Address:** 919 CONGRESS AVENUE, SUITE 720, AUSTIN, TX, 78701

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 787

- **Total Assets:** $2.8M

## 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|787|$2.8M|$0|$0|

| 2024|597|$2.7M|$8.2M|$0|

| 2023|554|$2.2M|$7.5M|$0|

| 2022|645|$2.3M|$8.7M|$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|

| PF RE, INC.|Other Service Provider|$1,832,260|—|$1,832,260|

| AETNA|Other Service Provider|$469,490|—|$469,490|

| CONCORD MANAGEMENT RESOURCES|Other Service Provider|$266,445|—|$266,445|

| BUSINESS PLANNING CONCEPTS, INC.|Other Service Provider|$194,232|—|$194,232|

| GREENBERG TRAURIG P.A.|Other Service Provider|$120,538|—|$120,538|

| HEALTH CARE PLAN INSURANCE SERVICES|Other Service Provider|$91,713|—|$91,713|

| STRATEGIC UNDERWRITING SOLUTIONS|Other Service Provider|$58,142|—|$58,142|

| WINDSOR STRATEGY PARTNERS, INC.|Other Service Provider|$40,755|—|$40,755|

| WITHUMSMITH+BROWN, PC|Other Service Provider|$33,072|—|$33,072|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,106,647

- **Estimated Expense Ratio:** 110.611% 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|$8,872,873|—|$869,049|—|—|

| 2024|$1,912,961|—|$763,695|—|—|

| 2023|$1,750,007|—|$769,264|—|—|

| 2022|$1,823,645|—|$833,087|—|—|

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