# Apple Federal Credit Union Health & Welfare Plan
Source: https://planprovider.pro/companies/apple-federal-credit-union-540629628-510

> Apple Federal Credit Union's Health & Welfare plan: 594 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apple Federal Credit Union

- **Sponsor EIN:** 540629628

- **Sponsor Address:** PO BOX 1200, FAIRFAX, VA, 22038

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 594

- **Total Assets:** $0

## 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.|

| 2025|594|$0|$0|$0|

| 2024|555|$0|$0|$0|

| 2023|529|$0|$0|$0|

| 2022|532|$0|$0|$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|

| ANTHEM HEALTH PLANS OF VA|Investment Advisor|$178,347|—|$178,347|

| HEALTH KEEPERS, INC.|Other Service Provider|—|$108,317|$108,317|

| AP BENEFIT ADVISORS LLC|Investment Advisor|—|$83,449|$83,449|

| AETNA BEHAVIORAL HEALTH LLC|Other Service Provider|$17,655|—|$17,655|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF VA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $387,768

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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