# Benevolent Telephone Death Benefit Fund, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/benevolent-telephone-death-benefit-fund-inc-042480299-501

> Benevolent Telephone Death Benefit Fund, INC.'s Health & Welfare plan: 1,322 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Benevolent Telephone Death Benefit Fund, INC.

- **Sponsor EIN:** 042480299

- **Sponsor Address:** 38 ESSEX STREET, ANDOVER, MA, 01810

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,322

- **Total Assets:** $5.7M

## 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|1,322|$5.7M|$0|$0|

| 2024|1,515|$5.7M|$0|$0|

| 2023|1,727|$5.9M|$0|$0|

| 2022|1,922|$5.9M|$0|$0|

## 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|

| ANDOVER ADMINSTRATOR SERVICES, INC|Recordkeeper|$136,667|—|$136,667|

| UBS FINANCIAL SERVICES|Investment Advisor|$109,928|—|$109,928|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $246,595

- **Estimated Expense Ratio:** 4.310% 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|$712,262|$290,462|—|—|—|

| 2024|$275,990|$275,990|—|—|—|

| 2023|$267,050|$267,050|—|—|—|

| 2022|$269,489|$269,489|—|—|—|

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