# Board Of Trustees Ma State Health Care Professionals' Dental Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ma-state-health-care-professionals-dental-fund-042946668-501

> Board Of Trustees Ma State Health Care Professionals' Dental Fund's Health & Welfare plan: 4,338 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Ma State Health Care Professionals' Dental Fund

- **Sponsor EIN:** 042946668

- **Sponsor Address:** AMALGAMATED EMPLOYEE BENEFITS ADMIN, WHITE PLAINS, NY, 10604

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,338

- **Total Assets:** $21.9M

## 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|4,338|$21.9M|$3.1M|$1.4M|

| 2023|4,097|$20.2M|$2.7M|$1.4M|

| 2022|3,906|$18.8M|$2.8M|$1.2M|

## 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|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|Other Service Provider|$265,905|—|$265,905|

| DELTA DENTAL|Other Service Provider|$190,340|—|$190,340|

| THE SEGAL COMPANY|Other Service Provider|$65,500|—|$65,500|

| NATIXIS INVESTMENT MANAGERS|Other Service Provider|$44,584|—|$44,584|

| TORTOISE INVESTMENT MANAGEMENT, LLC|Other Service Provider|$43,241|—|$43,241|

| ANCHOR CAPITAL ADVISORS, INC|Other Service Provider|$34,713|—|$34,713|

| SEGAL ROITMAN, LLP|Other Service Provider|$20,834|—|$20,834|

| NOVAK FRANCELLA LLC|Auditor|$13,650|—|$13,650|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](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:** $678,767

- **Estimated Expense Ratio:** 3.093% 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|$752,968|$118,099|$456,245|$13,650|—|

| 2023|$692,107|$107,898|$447,135|$13,150|—|

| 2022|$679,286|$118,697|$422,365|—|$84,665|

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