# Association Of Universities For Research In Astronomy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/association-of-universities-for-research-in-astronomy-inc-860138043-555

> Association Of Universities For Research In Astronomy, INC.'s Health & Welfare plan: 877 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Of Universities For Research In Astronomy, INC.

- **Sponsor EIN:** 860138043

- **Sponsor Address:** 1331 PENNSYLVANIA AVENUE N W, WASHINGTON, DC, 20004

- **Plan Type:** Health & Welfare

- **Plan Number:** 555

- **Total Participants:** 877

- **Total Assets:** $45.0M

## 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|877|$45.0M|$16.1M|$3.5M|

| 2023|842|$40.2M|$17.2M|$3.2M|

| 2022|813|$35.0M|$15.6M|$3.1M|

## 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|

| CIGNA|Other Service Provider|$1,748,936|—|$1,748,936|

| CIGNA DENTAL|Recordkeeper|$113,453|—|$113,453|

| VISION SERVICE PLAN|Recordkeeper|$35,288|—|$35,288|

| CLIFTONLARSONALLENLLP|Auditor|$32,235|—|$32,235|

| BOLTON PARTNERS INC|Actuary|$30,690|—|$30,690|

| WEX, INC.|Recordkeeper|$25,308|—|$25,308|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLENLLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,985,910

- **Estimated Expense Ratio:** 4.414% 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|$2,108,178|—|$2,108,178|—|—|

| 2023|$1,606,144|—|$1,606,144|—|—|

| 2022|$1,434,737|—|$1,434,737|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/association-of-universities-for-research-in-astronomy-inc-860138043-555)

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