# Board Of Trustees, Allen Health Care Home Health Care Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-allen-health-care-home-health-care-benefit-fund-456832473-501

> Board Of Trustees, Allen Health Care Home Health Care Benefit Fund's Health & Welfare plan: 174 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-allen-health-care-home-health-care-benefit-fund-456832473-501)

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