# American Bureau Of Shipping Health & Welfare Plan
Source: https://planprovider.pro/companies/american-bureau-of-shipping-134921556-510

> American Bureau Of Shipping's Health & Welfare plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Bureau Of Shipping

- **Sponsor EIN:** 134921556

- **Sponsor Address:** 1701 CITY PLAZA DRIVE, SPRING, TX, 77389

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 350

- **Total Assets:** $119.1M

## 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|350|$119.1M|$0|$233,243|

| 2023|303|$113.4M|$0|$281,545|

| 2022|302|$102.9M|$0|$304,140|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$640,791|—|$640,791|

| BLUECROSS BLUE SHIELD OF TEXAS|Other Service Provider|$124,876|—|$124,876|

| MORGAN STANLEY AIP GL LP|Recordkeeper|$106,589|—|$106,589|

| POLEN CAPITAL|Other Service Provider|$61,654|—|$61,654|

| VOYA INVESTMENT MANAGEMENT|Other Service Provider|$48,066|—|$48,066|

| MCCONNELL & JONES LLP|Auditor|$34,550|—|$34,550|

| STATE STREET BANK & TRUST COMPANY|Other Service Provider|$22,546|—|$22,546|

| WILLIS TOWERS WATSON|Other Service Provider|$15,579|—|$15,579|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MORGAN STANLEY AIP GL LP](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MCCONNELL & JONES LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,054,651

- **Estimated Expense Ratio:** 0.885% 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|$1,071,280|$857,100|$140,455|$34,550|—|

| 2023|$753,020|$608,689|$78,834|$30,750|—|

| 2022|$864,601|$706,514|—|—|$158,087|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-bureau-of-shipping-134921556-510)

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