# Board Of Trustees Local 639 Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-639-legal-services-fund-521096713-501

> Board Of Trustees Local 639 Legal Services Fund's Health & Welfare plan: 1,160 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local 639 Legal Services Fund

- **Sponsor EIN:** 521096713

- **Sponsor Address:** 7130 COLUMBIA GATEWAY DRIVE STE A, COLUMBIA, MD, 21046

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,160

- **Total Assets:** $1.9M

## 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|1,160|$1.9M|$180,372|$0|

| 2023|1,202|$1.7M|$191,283|$0|

| 2022|1,267|$1.6M|$177,646|$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|

| BENESYS, INC.|Other Service Provider|$25,848|—|$25,848|

| CALIBRE CPA GROUP,PLLC|Auditor|$20,445|—|$20,445|

| O'DONOGHUE & O'DONOGHUE|Other Service Provider|$10,709|—|$10,709|

| FRANK W STEGMAN|Other Service Provider|$6,284|—|$6,284|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP,PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,286

- **Estimated Expense Ratio:** 3.352% 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|$81,219|—|$25,848|$8,570|—|

| 2023|$96,568|—|$27,735|$8,106|—|

| 2022|$81,505|—|$24,855|—|$27,439|

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