# Atlantic Telephone Membership Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/atlantic-telephone-membership-corporation-208662055-501

> Atlantic Telephone Membership Corporation's Health & Welfare plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atlantic Telephone Membership Corporation

- **Sponsor EIN:** 208662055

- **Sponsor Address:** P.O. BOX 3198, SHALLOTTE, NC, 28459

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 187

- **Total Assets:** $13.6M

## 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|187|$13.6M|$648,016|$78,284|

| 2023|190|$14.0M|$670,234|$114,705|

| 2022|387|$15.9M|$643,845|$119,504|

## 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|

| WELLS FARGO|Investment Advisor|$84,848|—|$84,848|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,848

- **Estimated Expense Ratio:** 0.626% 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|$2,166,400|$84,848|—|—|—|

| 2023|$4,276,872|$87,748|—|—|—|

| 2022|$150,947|$111,823|—|—|—|

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