Plan Snapshot
- Plan Sponsor: Bd Tees H&W Trust Fd For Iuoe L 99&99a
- Sponsor EIN: 526072849
- Sponsor Address: 3615 NORTH POINT BLVD, SUITE C, BALTIMORE, MD, 21222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,807
- Total Assets: $89.9M
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 | 2,807 | $89.9M | $53.4M | $2.5M |
| 2023 | 2,707 | $70.3M | $50.2M | $2.4M |
| 2022 | 2,638 | $60.3M | $46.8M | $2.4M |
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 |
|---|---|---|---|---|
| DECISION SCIENCE, INC | Other Service Provider | $781,962 | — | $781,962 |
| NCAS (CAREFIRST PPO) | Other Service Provider | $172,509 | — | $172,509 |
| COMPLETE CLAIM SOLUTIONS, INC. | Other Service Provider | $169,913 | — | $169,913 |
| BALDWIN LAW GROUP, LLP | Other Service Provider | $75,740 | — | $75,740 |
| FIRST HEALTH GROUP CORP | Other Service Provider | $61,480 | — | $61,480 |
| CIGNA DENTAL | Other Service Provider | $52,070 | — | $52,070 |
| OPTUMRX | Other Service Provider | $47,050 | — | $47,050 |
| AMERICAN HEALTHCARE ALLIANCE | Other Service Provider | $40,741 | — | $40,741 |
| DOYLE PRINTING & OFFSET CO., INC | Other Service Provider | $27,915 | — | $27,915 |
| RAYMOND JAMES & ASSOCIATES, INC | Recordkeeper | $25,000 | — | $25,000 |
| BOLTON PARTNERS, INC | Other Service Provider | $23,000 | — | $23,000 |
| GOLDBERG & BANKS, P.C. | Other Service Provider | $17,963 | — | $17,963 |
| NATIONAL VISION ADMINISTRATOR | Other Service Provider | $16,459 | — | $16,459 |
| ACCENT PRINTERS, INC. | Other Service Provider | $13,863 | — | $13,863 |
| DANIEL A. WINTERS & COMPANY, CPAS | Auditor | $12,365 | — | $12,365 |
| BARR & CAMENS | Other Service Provider | $9,284 | — | $9,284 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC — Recordkeeper
- DANIEL A. WINTERS & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,547,314
- Estimated Expense Ratio: 1.721% 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 | $1,639,307 | $25,000 | $677,047 | $13,190 | — |
| 2023 | $1,761,732 | $25,000 | $653,413 | $12,195 | — |
| 2022 | $1,435,457 | $25,000 | $638,773 | — | $174,583 |