# Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-mid-atlantic-regional-council-of-carpenters-health-526051383-501

> Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health's 401(k) plan: 2,100 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health

- **Sponsor EIN:** 526051383

- **Sponsor Address:** 6710 OXON HILL ROAD, SUITE 450, OXON HILL, MD, 20745

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

- **Plan Number:** 501

- **Total Participants:** 2,100

- **Total Assets:** $57.1M

## 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|2,100|$57.1M|$26.3M|$2.7M|

| 2023|2,112|$55.4M|$24.6M|$2.6M|

| 2022|2,539|$56.5M|$28.9M|$2.8M|

## 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|

| EASTERN ATLANTIC STATES CARPENTERS|Recordkeeper|$613,581|—|$613,581|

| INDEPENDENCE BLUE CROSS|Other Service Provider|$611,438|—|$611,438|

| ZENITH|Other Service Provider|$279,772|—|$279,772|

| SEGAL COMPANY|Other Service Provider|$125,992|—|$125,992|

| ODONOGHUE & ODONOGHUE|Other Service Provider|$76,376|—|$76,376|

| CALIBRE CPA GROUP|Auditor|$72,208|—|$72,208|

| CIGNA HEALTHCARE|Other Service Provider|$65,199|—|$65,199|

| ASB CAPITAL|Other Service Provider|$65,004|—|$65,004|

| LEVEL CARE HEALTH CONSORTIUM|Other Service Provider|$34,958|—|$34,958|

| CHARTWELL|Other Service Provider|$34,789|—|$34,789|

| AMERICAN REALTY ADVISORS|Other Service Provider|$34,734|—|$34,734|

| EXPRESS SCRIPTS|Other Service Provider|$32,435|—|$32,435|

| IPS|Other Service Provider|$15,000|—|$15,000|

| CHEVY CHASE TRUST|Other Service Provider|$8,102|—|$8,102|

| AMALGAMATED BANK|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [EASTERN ATLANTIC STATES CARPENTERS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [CALIBRE CPA GROUP](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:** $2,074,588

- **Estimated Expense Ratio:** 3.633% 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|$1,371,085|$154,529|$279,772|$72,208|—|

| 2023|$1,577,325|$177,321|$1,120,680|$30,686|—|

| 2022|$1,551,941|$180,054|$1,083,180|—|$170,626|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-mid-atlantic-regional-council-of-carpenters-health-526051383-501)

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