# Automotive Benefit Association Health & Welfare Plan
Source: https://planprovider.pro/companies/automotive-benefit-association-306591799-501

> Automotive Benefit Association's Health & Welfare plan: 1,938 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automotive Benefit Association

- **Sponsor EIN:** 306591799

- **Sponsor Address:** PO BOX 12630, SAN DIEGO, CA, 92112

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,938

- **Total Assets:** $1.8M

## 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|1,938|$1.8M|$23.7M|$94,108|

| 2023|2,095|$1.9M|$23.6M|$75,163|

| 2022|2,228|$1.6M|$22.8M|$50,485|

## 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|

| NAPA INSURANCE CENTER|Other Service Provider|$911,658|—|$911,658|

| TRUST BENEFIT CONSULTANTS|Other Service Provider|$616,792|—|$616,792|

| POLYCOMP ADMINISTRATION SERVICES|Recordkeeper|$374,266|—|$374,266|

| WOLDS LAW GROUP|Other Service Provider|$99,072|—|$99,072|

| MOSS ADAMS LLP|Other Service Provider|$45,443|—|$45,443|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,047,231

- **Estimated Expense Ratio:** 111.482% 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|$2,333,958|—|$374,265|$32,475|—|

| 2023|$2,247,844|—|$371,081|$29,400|—|

| 2022|$2,316,990|—|$358,851|—|$158,613|

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