# American Postal Workers Union Afl-Cio Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/american-postal-workers-union-afl-cio-health-plan-520940594-504

> American Postal Workers Union Afl-Cio Health Plan's Health & Welfare plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Postal Workers Union Afl-Cio Health Plan

- **Sponsor EIN:** 520940594

- **Sponsor Address:** 6514 MEADOWRIDGE RD, ELKRIDGE, MD, 21075

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 221

- **Total Assets:** $98.4M

## 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|221|$98.4M|$1.7M|$342,889|

| 2023|221|$100.0M|$12.0M|$380,739|

| 2022|220|$87.1M|$10.4M|$385,055|

## 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|

| SEGAL MARCO ADVISORS|Other Service Provider|$116,407|—|$116,407|

| WILLIS TOWERS WATSON US, LLC|Recordkeeper|$29,250|—|$29,250|

| MERGANSER CAPITAL MANAGEMENT LLC|Other Service Provider|$27,454|—|$27,454|

| WITHUMSMITH+BROWN, PC|Auditor|$22,235|—|$22,235|

| PNC BANK, N.A.|Other Service Provider|$15,813|—|$15,813|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US, LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $211,159

- **Estimated Expense Ratio:** 0.215% 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|$1,702,046|$116,407|—|$22,235|—|

| 2023|$211,521|$23,781|$79,032|$32,240|—|

| 2022|$166,091|—|$108,387|—|$40,530|

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