Plan Snapshot
- Plan Sponsor: Board Of Trustees, Allen Health Care Home Health Care Benefit Fund
- Sponsor EIN: 456832473
- Sponsor Address: 3010 LYNDON B. JOHNSON FWY, DALLAS, TX, 75234
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 174
- Total Assets: $548,253
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 | 174 | $548,253 | $286,746 | $0 |
| 2023 | 407 | $1.5M | $4.1M | $0 |
| 2022 | 568 | $2.4M | $5.2M | $0 |
| 2021 | 752 | $3.7M | $5.1M | $0 |
| 2020 | 1,017 | $9.7M | $10.0M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN | Auditor | $60,426 | — | $60,426 |
| PROSKAUER ROSE LLP | Other Service Provider | $48,320 | — | $48,320 |
| COHEN WEISS AND SIMON LLP | Other Service Provider | $30,715 | — | $30,715 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,461
- Estimated Expense Ratio: 25.437% 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 | $139,461 | — | — | $60,426 | — |
| 2023 | $136,326 | — | — | $41,470 | — |
| 2022 | $146,148 | — | — | — | $146,123 |
| 2021 | $3,182,897 | — | $49,917 | $92,649 | — |
| 2020 | $894,579 | — | $894,579 | — | — |