Plan Snapshot
- Plan Sponsor: Board Of Trustees Eastern Atlantic States Carpenters Health Fund
- Sponsor EIN: 226032181
- Sponsor Address: 1811 SPRING GARDEN STREET, PHILADELPHIA, PA, 19130
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 11,342
- Total Assets: $1.1B
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 | 11,342 | $1.1B | $280.3M | $19.5M |
| 2023 | 11,484 | $1.1B | $283.1M | $19.3M |
| 2022 | 11,140 | $1.0B | $128.1M | $38.0M |
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 |
|---|---|---|---|---|
| AMERIHEALTH ADMIN, INC | Other Service Provider | $3,653,100 | — | $3,653,100 |
| EXPRESS SCRIPTS, INC | Other Service Provider | $2,899,234 | — | $2,899,234 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $578,974 | — | $578,974 |
| MENTAL HEALTH CONSULTANTS INC. | Other Service Provider | $504,288 | — | $504,288 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $305,508 | — | $305,508 |
| LORD ABBETT & CO. LLC | Other Service Provider | $260,465 | — | $260,465 |
| LEVEL CARE HEALTH CONSORTIUM | Other Service Provider | $253,763 | — | $253,763 |
| SUSANIN WIDMAN & BRENNAN PC | Other Service Provider | $115,000 | $72,789 | $187,789 |
| SIERRA INVESTMENT PARTNERS INC. | Other Service Provider | $171,954 | — | $171,954 |
| PIOTR TONIA | Other Service Provider | $142,137 | — | $142,137 |
| MICHAEL WAGNER | Other Service Provider | $136,679 | — | $136,679 |
| FOUNDRY PARTNERS | Other Service Provider | $117,309 | $12,875 | $130,184 |
| INVESTMENT PERFORMANCE SERVICES, LL | Other Service Provider | $130,000 | — | $130,000 |
| PNC CAPITAL ADVISORS, LLC | Other Service Provider | $114,545 | — | $114,545 |
| IAN RUEGG | Other Service Provider | $111,351 | — | $111,351 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $107,500 | — | $107,500 |
| BANK OF NEW YORK MELLON | Other Service Provider | $107,000 | — | $107,000 |
| JOSEPH OBUCHOWICZ | Other Service Provider | $104,975 | — | $104,975 |
| THE MCKEOGH COMPANY | Other Service Provider | $103,000 | — | $103,000 |
| KROLL HEINEMEN PTASIEWICZ & PARSONS | Other Service Provider | $96,000 | — | $96,000 |
| MARY FITZPATRICK | Other Service Provider | $94,963 | — | $94,963 |
| BEN KIESER | Other Service Provider | $87,055 | — | $87,055 |
| VINCENT MASSIMINI | Other Service Provider | $86,477 | — | $86,477 |
| BENITO CAMACHO III | Other Service Provider | $82,600 | — | $82,600 |
| RYAN SICA | Other Service Provider | $80,051 | — | $80,051 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $79,635 | — | $79,635 |
| JUDY ISAACS | Other Service Provider | $77,778 | — | $77,778 |
| HEATHER HATCH | Other Service Provider | $74,112 | — | $74,112 |
| JENNIFER MORALES | Other Service Provider | $69,741 | — | $69,741 |
| NOTASHA SQUIRE | Other Service Provider | $66,560 | — | $66,560 |
| JUSTIN CHANEY | Other Service Provider | $63,980 | — | $63,980 |
| EMIE DESIR | Other Service Provider | $63,769 | — | $63,769 |
| DAVID LETUSHKO | Other Service Provider | $63,099 | — | $63,099 |
| NICOLE CAMB | Other Service Provider | $62,299 | — | $62,299 |
| BRIAN MURRAY | Other Service Provider | $60,579 | — | $60,579 |
| DEBBIE KWIATEK | Other Service Provider | $59,555 | — | $59,555 |
| ELLA OILAM YUNG | Other Service Provider | $58,604 | — | $58,604 |
| JARET GRANN | Other Service Provider | $57,053 | — | $57,053 |
| MICHELLE JOHNSON | Other Service Provider | $50,858 | — | $50,858 |
| SEAMUS R BREEN | Other Service Provider | $49,403 | — | $49,403 |
| VIVIAN GARRIDO | Other Service Provider | $47,535 | — | $47,535 |
| JAY BUHAY | Other Service Provider | $46,335 | — | $46,335 |
| EVELYN SOTO | Other Service Provider | $45,420 | — | $45,420 |
| ARMAN RAZI | Other Service Provider | $45,088 | — | $45,088 |
| TAJA STEWART | Other Service Provider | $44,109 | — | $44,109 |
| ALICIA VIDRA | Other Service Provider | $43,924 | — | $43,924 |
| KADEIDRA D HARLING | Other Service Provider | $40,505 | — | $40,505 |
| ANTONIO BOOKIN | Other Service Provider | $38,990 | — | $38,990 |
| LUMA ALSHEIKHYOUSEF | Other Service Provider | $36,855 | — | $36,855 |
| JACOB MADRID | Other Service Provider | $36,446 | — | $36,446 |
| RACHEL KILLMER | Other Service Provider | $34,612 | — | $34,612 |
| VANCE LUND | Other Service Provider | $31,874 | — | $31,874 |
| ERIK LARSEN | Other Service Provider | $30,785 | — | $30,785 |
| DIANNE MODICA | Other Service Provider | $30,537 | — | $30,537 |
| DANIELLE BYTHELL | Other Service Provider | $30,148 | — | $30,148 |
| ERIK SABOL | Other Service Provider | $29,374 | — | $29,374 |
| CATHERINE BYRNES | Other Service Provider | $29,347 | — | $29,347 |
| JOSEPH VENNEL | Other Service Provider | $28,780 | — | $28,780 |
| RENO RANDLE | Other Service Provider | $28,617 | — | $28,617 |
| BRENDAN BALCO | Other Service Provider | $27,957 | — | $27,957 |
| JESSICA MORAN | Other Service Provider | $26,546 | — | $26,546 |
| STEVEN PEREIRA | Other Service Provider | $25,792 | — | $25,792 |
| NATACHA RACINE | Other Service Provider | $25,389 | — | $25,389 |
| WAGNER LAW GROUP | ERISA Attorney | $12,665 | — | $12,665 |
| PROXYVOTE PLUS HOLDINGS | Other Service Provider | $5,600 | — | $5,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
- WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,309,847
- Estimated Expense Ratio: 1.166% 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 | $7,166,248 | $1,564,382 | — | $103,000 | — |
| 2023 | $7,561,134 | $1,566,949 | — | $103,750 | — |
| 2022 | $5,971,577 | $918,906 | — | — | $1,077,211 |