# Board Of Trustees Eastern Atlantic States Carpenters Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-health-fund-226032181-501

> Board Of Trustees Eastern Atlantic States Carpenters Health Fund's Health & Welfare plan: 11,342 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

- [WAGNER LAW GROUP](https://planprovider.pro/provider/the-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|

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