# Board Of Trustees, Heating Piping And Refrigeration Medical Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-heating-piping-and-refrigeration-medical-fund-530207840-501

> Board Of Trustees, Heating Piping And Refrigeration Medical Fund's 401(k) plan: 5,187 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Heating Piping And Refrigeration Medical Fund

- **Sponsor EIN:** 530207840

- **Sponsor Address:** 8700 ASHWOOD DRIVE, CAPITOL HEIGHTS, MD, 20743

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 5,187

- **Total Assets:** $181.1M

## 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|5,187|$181.1M|$88.5M|$973,521|

| 2023|4,725|$125.6M|$76.1M|$1.8M|

| 2022|4,551|$114.2M|$73.6M|$1.9M|

## 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|

| MARATHON HEALTH, LLC|Other Service Provider|$2,149,520|—|$2,149,520|

| WPAS, INC.|Other Service Provider|$1,098,607|$907,125|$2,005,732|

| BENEFITS ADMINISTRATION CORPORATION|Recordkeeper|$422,235|$615,313|$1,037,548|

| NATIONAL VISION ADMINISTRATORS|Other Service Provider|$372,476|—|$372,476|

| NCAS|Recordkeeper|$336,930|—|$336,930|

| DELTA DENTAL OF PENNSYLVANIA|Recordkeeper|$215,550|—|$215,550|

| THE SEGAL COMPANY|Actuary|$154,022|—|$154,022|

| SILVER SCRIPTS INSURANCE COMPANY|Recordkeeper|$151,150|—|$151,150|

| ASB CAPITAL MANAGEMENT LLC|Investment Advisor|$140,425|—|$140,425|

| O'DONOGHUE AND O'DONOGHUE|ERISA Attorney|$130,547|—|$130,547|

| CVS CAREMARK|Recordkeeper|$112,095|—|$112,095|

| SARFINO AND RHOADES, LLP|Auditor|$58,426|—|$58,426|

| WESTERN ASSET MANAGEMENT COMPANY|Other Service Provider|$52,885|—|$52,885|

| CHANGE HEALTHCARE|Other Service Provider|$22,463|—|$22,463|

| GALLAGHER FIDUCIARY ADVISORS|Investment Advisor|$22,393|—|$22,393|

| NOVAK FRANCELLA|Auditor|$9,815|—|$9,815|

| SEGAL SELECT INSURANCE SERVICES INC|Insurance Carrier|$6,680|—|$6,680|

| AMALGAMATED BANK|Investment Advisor|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [NOVAK FRANCELLA](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,983,657

- **Estimated Expense Ratio:** 3.857% 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|$9,163,424|$231,787|$5,904,189|$68,241|—|

| 2023|$7,335,246|$218,723|$4,857,035|$55,392|—|

| 2022|$6,441,615|$212,330|$3,622,582|—|$267,382|

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