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: 74
- Total Assets: $27.3M
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 | 74 | $27.3M | $0 | $0 |
| 2023 | 83 | $29.2M | $1.3M | $0 |
| 2022 | 78 | $28.3M | $1.0M | $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, PC | Auditor | $32,240 | — | $32,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,240
- Estimated Expense Ratio: 0.118% 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 | $162,293 | $44,833 | — | $32,240 | — |
| 2023 | $206,535 | $77,220 | — | $31,660 | — |
| 2022 | $295,249 | $93,531 | — | — | $33,967 |