Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Meba Medical And Benefits Plan
- Sponsor EIN: 135590515
- Sponsor Address: 1007 EASTERN AVENUE, BALTIMORE, MD, 212024345
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,874
- Total Assets: $97.9M
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 | 1,874 | $97.9M | $36.3M | $5.7M |
| 2023 | 1,853 | $89.6M | $33.4M | $5.6M |
| 2022 | 1,795 | $79.8M | $30.9M | $5.7M |
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 |
|---|---|---|---|---|
| CAREFIRST OF MARYLAND, INC. | Other Service Provider | $1,259,848 | — | $1,259,848 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $244,642 | $11,589 | $256,231 |
| J. PATRICIA KELLY | Other Service Provider | $195,897 | — | $195,897 |
| JULIE A. WAGNER | Other Service Provider | $182,602 | — | $182,602 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $169,313 | $608 | $169,921 |
| SLEVIN & HART, P.C. | ERISA Attorney | $160,239 | — | $160,239 |
| JEFFREY MAYGERS | Other Service Provider | $153,347 | — | $153,347 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $151,918 | — | $151,918 |
| M&T BANK | Recordkeeper | $139,333 | — | $139,333 |
| THOMAS IACOBUCCI | Other Service Provider | $138,825 | — | $138,825 |
| KAREN A. FORTUNE | Other Service Provider | $133,698 | — | $133,698 |
| MATTHEW STRANATHAN | Other Service Provider | $129,776 | — | $129,776 |
| AMERICAN HEALTH HOLDING INC | Other Service Provider | $126,859 | — | $126,859 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $124,499 | — | $124,499 |
| COMPUTER SERVICES UNLIMITED, INC. | Other Service Provider | $118,296 | — | $118,296 |
| AMERGIS HEALTHCARE STAFFING, INC. | Other Service Provider | $115,260 | — | $115,260 |
| DAWN M. TRUMPS | Other Service Provider | $114,873 | — | $114,873 |
| JESSICA L. DEROS | Other Service Provider | $110,991 | — | $110,991 |
| KARON BAIN | Other Service Provider | $96,425 | — | $96,425 |
| RONALD J. FOURTNER | Other Service Provider | $90,741 | — | $90,741 |
| PATRICIA L. HARRIS | Other Service Provider | $90,168 | — | $90,168 |
| KRISTIE L. BETHKE | Other Service Provider | $85,130 | — | $85,130 |
| KATHERINE B. ANDERSON | Other Service Provider | $85,057 | — | $85,057 |
| W MICHAEL MASTRICOLA | Other Service Provider | $82,241 | — | $82,241 |
| ANNA M. GALARZA | Other Service Provider | $81,341 | — | $81,341 |
| MELISSA L. BURCA | Other Service Provider | $81,065 | — | $81,065 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $74,583 | — | $74,583 |
| ELIZABETH OKUWA | Other Service Provider | $73,983 | — | $73,983 |
| JENNIFER L. STAMM-JONES | Other Service Provider | $73,128 | — | $73,128 |
| VIRGINIA F. WISHON | Other Service Provider | $71,061 | — | $71,061 |
| NATALIE SHIROBOKOV | Other Service Provider | $70,380 | — | $70,380 |
| GRETCHEN J. FIELD | Other Service Provider | $67,519 | — | $67,519 |
| LORI M. WILLIS | Other Service Provider | $66,807 | — | $66,807 |
| MARY K. FRAUENHOFER | Other Service Provider | $66,252 | — | $66,252 |
| OPTUM RX INC. | Other Service Provider | $62,794 | — | $62,794 |
| TRACEY D. BELLAMY | Other Service Provider | $62,621 | — | $62,621 |
| DENISE A. MONTERO DE JESUS | Other Service Provider | $60,541 | — | $60,541 |
| M'TEP K. BLOUNT | Other Service Provider | $60,019 | — | $60,019 |
| SUSAN W. SASSY | Other Service Provider | $59,332 | — | $59,332 |
| SHEBA R. FOX | Other Service Provider | $59,057 | — | $59,057 |
| NEW ENGLAND PENSION CONSULTANT | Other Service Provider | $54,540 | — | $54,540 |
| CHEKESHA BAILEY | Other Service Provider | $53,906 | — | $53,906 |
| ANN WHITEFORD | Other Service Provider | $52,659 | — | $52,659 |
| JANICE L. HUGHES | Other Service Provider | $52,400 | — | $52,400 |
| MARY JEAN LAFINER | Other Service Provider | $51,805 | — | $51,805 |
| PATRICIA D. WARD | Other Service Provider | $49,668 | — | $49,668 |
| KYLE N, MCELROY | Other Service Provider | $49,522 | — | $49,522 |
| CREATIVE FINANCIAL STAFFING | Other Service Provider | $49,021 | — | $49,021 |
| NANCY J. BOPST | Other Service Provider | $48,616 | — | $48,616 |
| DAWN WILSON | Other Service Provider | $47,689 | — | $47,689 |
| MELISSA HALE | Other Service Provider | $47,271 | — | $47,271 |
| ELIZABETH STRENNEN | Other Service Provider | $46,906 | — | $46,906 |
| ELIZABETH A. MOONEYHAN | Other Service Provider | $46,657 | — | $46,657 |
| KERRIE A. HELMICK | Other Service Provider | $46,635 | — | $46,635 |
| SVOBODA BOZHKOVA | Other Service Provider | $45,640 | — | $45,640 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $42,721 | — | $42,721 |
| DINA M. STOFFREGEN | Other Service Provider | $40,957 | — | $40,957 |
| FAIR HEALTH | Other Service Provider | $35,476 | — | $35,476 |
| QUADIENT FINANCE USA, INC. | Other Service Provider | $35,363 | — | $35,363 |
| LUIS ANGEL COTTO-SANCHEZ | Other Service Provider | $35,169 | — | $35,169 |
| SEIX INVESTMENT ADVISORS LLC | Other Service Provider | $31,824 | — | $31,824 |
| NEWTON INVENSTMENT MANAGEMENT NORTH | Other Service Provider | $31,615 | — | $31,615 |
| ELIZABETH M. BLOCKER | Other Service Provider | $31,419 | — | $31,419 |
| KATHLEEN M. WILLIS | Other Service Provider | $29,095 | — | $29,095 |
| LAW OFFICE OF OWEN F. DUFFY | Other Service Provider | $20,180 | — | $20,180 |
| BNY MELLON | Other Service Provider | $19,126 | — | $19,126 |
| AUTOMATIC DATA PROCESSING | Other Service Provider | $14,876 | — | $14,876 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $11,013 | — | $11,013 |
| WITHUM SMITH+BROWN, PC | Auditor | $8,384 | — | $8,384 |
| CONCUR TECHNOLOGIES, INC. | Other Service Provider | $7,597 | — | $7,597 |
| SAFE HARBORS BUSINESS TRAVEL | Other Service Provider | $5,072 | — | $5,072 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- M&T BANK — Recordkeeper
- WEAVER AND TIDWELL, L.L.P. — Auditor
- WITHUM SMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,545,480
- Estimated Expense Ratio: 6.689% 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 | $3,835,335 | $167,794 | $55,884 | $82,184 | — |
| 2023 | $4,087,253 | $174,735 | $43,629 | $98,493 | — |
| 2022 | $4,561,205 | $169,523 | — | — | $849,366 |