# Bd Tees H&W Trust Fd For Iuoe L 99&99a Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-tees-h-w-trust-fd-for-iuoe-l-99-99a-526072849-501

> Bd Tees H&W Trust Fd For Iuoe L 99&99a's Health & Welfare plan: 2,807 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DANIEL A. WINTERS & COMPANY, CPAS](https://planprovider.pro/provider/daniel-a-winters-and-company) — 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|

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