# Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-warehouse-empl-union-local-no-730-health-and-welfare-t-526058419-501

> Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T's Health & Welfare plan: 317 participants, plan year 2025 financials, providers, and b…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T

- **Sponsor EIN:** 526058419

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529451

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 317

- **Total Assets:** $30.3M

## 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.|

| 2025|317|$30.3M|$0|$0|

| 2024|323|$26.8M|$5.6M|$19,383|

| 2023|315|$24.0M|$5.9M|$21,373|

| 2022|341|$19.9M|$6.6M|$33,770|

## 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|$118,909|—|$118,909|

| ASSOCIATED ADMINISTRATORS|Other Service Provider|$106,011|—|$106,011|

| MORGAN, LEWIS, & BOCKIUS, LLP|Other Service Provider|$66,243|—|$66,243|

| THE SEGAL GROUP|Other Service Provider|$55,000|—|$55,000|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$51,363|—|$51,363|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$40,000|—|$40,000|

| MOONEY, GREEN, SAINDON, MURPHY & WE|Other Service Provider|$28,062|—|$28,062|

| WEDGE CAPITAL MANAGEMENT|Other Service Provider|$25,364|—|$25,364|

| AMERICAN REALTY ADVISORS|Other Service Provider|$19,847|—|$19,847|

| NOVAK FRANCELLA, LLC|Other Service Provider|$17,700|—|$17,700|

| PNC|Other Service Provider|$10,152|—|$10,152|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$8,808|—|$8,808|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $547,459

- **Estimated Expense Ratio:** 1.807% 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|

| 2025|$3,683,870|$146,725|$106,011|$17,700|—|

| 2024|$588,648|$133,420|$101,602|$17,200|—|

| 2023|$512,731|$121,994|$102,187|$19,400|—|

| 2022|$582,044|$97,640|$103,673|—|$232,734|

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