Plan Snapshot
- Plan Sponsor: Board Of Trustees, Meba Pension Trust-Money Purchase Benefit
- Sponsor EIN: 516029896
- Sponsor Address: 1007 EASTERN AVENUE, BALTIMORE, MD, 212024345
- Plan Type: DC
- Total Participants: 3,090
- Total Assets: $306.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,090 | $306.5M | $16.3M | $0 |
| 2023 | 2,964 | $269.7M | $14.9M | $0 |
| 2022 | 2,948 | $230.0M | $13.6M | $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 |
|---|---|---|---|---|
| NEPC LLC | Other Service Provider | $64,081 | — | $64,081 |
| MEBA MEDICAL AND BENEFITS PLAN | RELATED EMP. BEN. PLAN | $63,841 | — | $63,841 |
| MORGAN LEWIS & BOCKIUS LLP | Other Service Provider | $41,291 | — | $41,291 |
| SLEVIN & HART, P.C. | Other Service Provider | $31,729 | — | $31,729 |
| WEAVER AND TIDWELL, L.L.P. | Other Service Provider | $14,400 | — | $14,400 |
| M&T BANK | Other Service Provider | $11,893 | — | $11,893 |
| FIDELITY INVSMTS INST OPER CO LLC | Other Service Provider | $8,919 | — | $8,919 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC LLC — Other Service Provider
- MORGAN LEWIS & BOCKIUS LLP — Other Service Provider
- SLEVIN & HART, P.C. — Other Service Provider
- WEAVER AND TIDWELL, L.L.P. — Other Service Provider
- M&T BANK — Other Service Provider
- FIDELITY INVSMTS INST OPER CO LLC — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,154
- Estimated Expense Ratio: 0.077% 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 | $434,229 | $193,675 | — | $14,050 | — |
| 2023 | $431,516 | $173,323 | — | $19,858 | — |
| 2022 | $381,956 | $188,204 | — | — | $62,351 |