Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Meba Vacation Plan - Atlantic, Gulf And Pacific C
- Sponsor EIN: 136271916
- Sponsor Address: 1007 EASTERN AVENUE, BALTIMORE, MD, 212024345
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 1,782
- Total Assets: $61.9M
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 | 1,782 | $61.9M | $83.2M | $0 |
| 2023 | 1,719 | $55.4M | $78.1M | $0 |
| 2022 | 1,649 | $48.8M | $68.7M | $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 |
|---|---|---|---|---|
| MEBA MEDICAL AND BENEFITS PLAN | Other Service Provider | $14,113,175 | — | $14,113,175 |
| COMPUTER SERVICES UNLIMITED, INC. | Other Service Provider | $71,785 | — | $71,785 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $68,578 | $608 | $69,186 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $50,648 | — | $50,648 |
| SLEVIN & HART, P.C. | ERISA Attorney | $49,137 | — | $49,137 |
| CREATIVE FINANCIAL STAFFING | Other Service Provider | $48,771 | — | $48,771 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $42,407 | — | $42,407 |
| M&T BANK | Recordkeeper | $37,079 | — | $37,079 |
| NEPC LLC | Recordkeeper | $27,764 | — | $27,764 |
| SEIX INVESTMENT ADVISORS LLC | Other Service Provider | $16,078 | — | $16,078 |
| WITHUMSMITH+BROWN PC | Auditor | $9,509 | — | $9,509 |
| AUTOMATIC DATA PROCESSING | Other Service Provider | $9,027 | — | $9,027 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $5,670 | — | $5,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- SLEVIN & HART, P.C. — ERISA Attorney
- WEAVER AND TIDWELL, L.L.P. — Auditor
- M&T BANK — Recordkeeper
- NEPC LLC — Recordkeeper
- WITHUMSMITH+BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,550,236
- Estimated Expense Ratio: 23.491% 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 | $2,049,909 | $55,598 | — | $73,009 | — |
| 2023 | $2,454,670 | $56,398 | — | $78,791 | — |
| 2022 | $2,327,315 | $48,362 | — | — | $181,521 |