# Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-neca-ibew-family-medical-care-trust-fund-753198514-501 > Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund's Health & Welfare plan: 40,675 participants, plan year 2025 financials, providers, and benchma… Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund - **Sponsor EIN:** 753198514 - **Sponsor Address:** 2400 RESEARCH BOULEVARD, SUITE 500, ROCKVILLE, MD, 208503266 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 40,675 - **Total Assets:** $1.3B ## 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.| | 2025|40,675|$1.3B|$0|$0| | 2024|37,969|$1.1B|$703.2M|$11.5M| | 2023|35,904|$964.2M|$656.3M|$12.1M| | 2022|33,287|$815.6M|$599.0M|$14.8M| ## 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| | ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$14,618,381|—|$14,618,381| | SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$6,246,972|—|$6,246,972| | ZELIS CLAIMS INTEGRITY, INC.|Other Service Provider|$5,247,608|—|$5,247,608| | ADMINISTRATIVE STAFF|Other Service Provider|$4,187,979|—|$4,187,979| | NATIONAL ELECTRICAL BENEFIT FUND|Other Service Provider|$3,681,491|—|$3,681,491| | XPERIS IT COMPANY|Other Service Provider|$1,613,595|—|$1,613,595| | ULLICO INVESTMENT ADVISORS|Other Service Provider|$927,725|—|$927,725| | DELTA DENTAL OF PENNSLYVANIA|Other Service Provider|$709,884|—|$709,884| | SWORD HEALTH TECHOLOGIES|Other Service Provider|$606,882|—|$606,882| | ROBERT W. BAIRD & CO. INCORPORATED|Other Service Provider|$488,863|—|$488,863| | POTTS-DUPRE, HAWKINS & KRAMER CHTD.|Other Service Provider|$483,809|—|$483,809| | TELADOC HEALTH INC|Other Service Provider|$455,745|—|$455,745| | VISION SERVICE PLAN|Other Service Provider|$451,259|—|$451,259| | KELLY PRESS|Other Service Provider|$441,811|—|$441,811| | WEX HEALTH INC|Other Service Provider|$251,913|$115,499|$367,412| | TALKSPACE NETWORK, LLC|Other Service Provider|$286,620|—|$286,620| | ASB CAPITAL MANAGEMENT, LLC|Other Service Provider|$250,860|—|$250,860| | VOYA INVESTMENT MANAGEMENT|Other Service Provider|$244,688|—|$244,688| | INCOME RESEARCH & MANAGEMENT|Other Service Provider|$214,932|—|$214,932| | RANDSTAD NORTH AMERICA, INC|Other Service Provider|$203,410|—|$203,410| | CHARTWELL INVESTMENT PARTNERS LLC|Other Service Provider|$184,773|—|$184,773| | MILLER, KAPLAN,LLP|Other Service Provider|$150,693|—|$150,693| | FOSTER & FOSTER ACTUARIES|Other Service Provider|$145,843|—|$145,843| | PATHFINDERS, INC|Other Service Provider|$108,939|—|$108,939| | SPOTLIGHT TALENT SOURCING LLC|Other Service Provider|$87,200|—|$87,200| | MARQUETTE ASSOCIATES, INC.|Other Service Provider|$84,050|—|$84,050| | CALIBRE CPA GROUP, PLLC|Other Service Provider|$75,000|—|$75,000| | THE BANK OF NEW YORK MELLON|Other Service Provider|$64,526|—|$64,526| | IRON MOUNTAIN OFF-SITE DATA PROTECT|Other Service Provider|$46,369|—|$46,369| | BAZA SERVICES LLC|Other Service Provider|$41,680|—|$41,680| | LEGACY PROFESSIONALS LLP|Other Service Provider|$36,641|—|$36,641| | ADP, LLC|Other Service Provider|$29,573|—|$29,573| | NOVAK FRANCELLA LLC|Other Service Provider|$29,147|—|$29,147| | CENTERS FOR MEDICARE & MEDICAID SER|Other Service Provider|$22,766|—|$22,766| | ROBEIN, URANN, SPENCER, PICARD & CA|Other Service Provider|$17,893|—|$17,893| | UNION INSURANCE GROUP|Other Service Provider|—|$16,345|$16,345| | GREEN KEY TEMP|Other Service Provider|$10,099|—|$10,099| | HOLLAND & KNIGHT LLP|Other Service Provider|$9,105|—|$9,105| ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $42,890,568 - **Estimated Expense Ratio:** 3.421% 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| | 2025|$772,288,658|$2,649,140|$30,141,677|$313,222|—| | 2024|$38,621,850|$1,956,976|$26,427,500|$327,053|—| | 2023|$34,371,914|$1,946,731|$23,563,434|$222,522|—| | 2022|$12,111,593|$1,662,608|$2,845,073|—|$1,846,026| ## Similar Plans - [Trustees Of The National Electrical Benefit Fund](https://planprovider.pro/companies/trustees-of-the-national-electrical-benefit-fund-plan) — 736,031 participants - [Trustees Of The National Electrical Annuity Plan](https://planprovider.pro/companies/trustees-of-the-national-electrical-annuity-plan-plan) — 195,719 participants - [Trustees Of The National Electrical 401(K) Plan](https://planprovider.pro/companies/trustees-of-the-national-electrical-401-k-plan-401k-plan) — 30,463 participants - [Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund](https://planprovider.pro/companies/bd-of-trustees-for-electrical-wkrs-loc-no-26-individual-account-fund-plan) — 12,273 participants - [Trustees For The Electrical Welfare Trust Fund](https://planprovider.pro/companies/trustees-for-the-electrical-welfare-trust-fund-526038507-501) — 11,969 participants - [Electrical Workers Local No 26 Pension Trust Fund](https://planprovider.pro/companies/electrical-workers-local-no-26-pension-trust-fund-plan) — 8,612 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-neca-ibew-family-medical-care-trust-fund-753198514-501) © 2026 PlanProvider.Pro