# Board Of Trustees Of Meba Medical And Benefits Plan Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-meba-medical-and-benefits-plan-135590515-501 > Board Of Trustees Of Meba Medical And Benefits Plan's Health & Welfare plan: 1,874 participants, plan year 2024 financials, providers, and benchmarks from Fo… Form 5500 filing data for plan year 2024. ## 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.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney - [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney - [M&T BANK](https://planprovider.pro/provider/trustage) — Recordkeeper - [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor - [WITHUM SMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-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| ## Similar Plans - [Board Of Trustees Seafarers Money Purchase Pension Plan](https://planprovider.pro/companies/board-of-trustees-seafarers-money-purchase-pension-plan-plan) — 8,505 participants - [Board Of Trustees Seafarers Health And Benefits Plan](https://planprovider.pro/companies/board-of-trustees-seafarers-health-and-benefits-plan-135557534-501) — 7,645 participants - [Board Of Trustees Seafarers Pension Plan](https://planprovider.pro/companies/board-of-trustees-seafarers-pension-plan-plan) — 7,295 participants - [Board Of Trustees Seafarers Vacation Pla](https://planprovider.pro/companies/board-of-trustees-seafarers-vacation-pla-135602047-503) — 5,782 participants - [Mm&P Health & Benefit Fund Health And Benefit Plan](https://planprovider.pro/companies/mm-p-health-benefit-fund-health-and-benefit-plan-136696938-501) — 3,874 participants - [Board Of Trustees, Meba Pension Trust-Money Purchase Benefit](https://planprovider.pro/companies/board-of-trustees-meba-pension-trust-money-purchase-benefit-plan) — 3,090 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-meba-medical-and-benefits-plan-135590515-501) © 2026 PlanProvider.Pro