# American Postal Workers Union Afl-Cio Health Plan DB Plan
Source: https://planprovider.pro/companies/american-postal-workers-union-afl-cio-health-plan-plan-001

> American Postal Workers Union Afl-Cio Health Plan's DB plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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:** DB

- **Total Participants:** 154

- **Total Assets:** $67.1M

## 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|154|$67.1M|$0|$0|

| 2023|160|$65.2M|$0|$0|

| 2022|159|$61.9M|$21,000|$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|

| WITHUMSMITH + BROWN|Auditor|$33,800|—|$33,800|

### Verified Provider Profiles

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

- [WITHUMSMITH + BROWN](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:** $33,800

- **Estimated Expense Ratio:** 0.050% 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|$282,242|$119,677|—|$33,800|—|

| 2023|$222,768|$89,898|—|$33,789|—|

| 2022|$207,314|$78,709|—|—|$89,628|

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