# American Bankers Association Health & Welfare Plan
Source: https://planprovider.pro/companies/american-bankers-association-521001304-505

> American Bankers Association's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Bankers Association

- **Sponsor EIN:** 521001304

- **Sponsor Address:** 1333 NEW HAMPSHIRE AVENUE, NW, WASHINGTON, DC, 20036

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 0

- **Total Assets:** $16.6M

## 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|0|$16.6M|$0|$200,058|

| 2023|0|$16.2M|$0|$200,011|

| 2022|0|$15.4M|$10.0M|$172,496|

## 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|

| NORTHERN TRUST COMPANY|Other Service Provider|$44,091|—|$44,091|

| CLIFTONLARSENALLEN LLP|Auditor|$25,420|—|$25,420|

| AON CONSULTING|Recordkeeper|$22,798|—|$22,798|

| UMR, INC.|Other Service Provider|$16,211|—|$16,211|

| ATLANTA CAPITAL|Other Service Provider|$6,645|—|$6,645|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSENALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,165

- **Estimated Expense Ratio:** 0.693% 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|$118,255|$6,645|$60,492|$25,420|—|

| 2023|$122,162|$7,747|$31,842|$52,027|—|

| 2022|$82,034|$6,688|$35,560|—|$39,786|

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