# Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-health-reimb-acct-fund-of-the-elec-ind-562489386-513

> Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind's Health & Welfare plan: 17,766 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind

- **Sponsor EIN:** 562489386

- **Sponsor Address:** 158-11 HARRY VAN ARSDALE JR AVENUE, FLUSHING, NY, 11365

- **Plan Type:** Health & Welfare

- **Plan Number:** 513

- **Total Participants:** 17,766

- **Total Assets:** $122.9M

## 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|17,766|$122.9M|$58.4M|$0|

| 2023|18,897|$126.5M|$49.0M|$0|

| 2022|19,566|$130.0M|$44.0M|$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|

| OPTUM FINANCIAL|Other Service Provider|$1,278,729|—|$1,278,729|

| JOINT INDUSTRY BOARD|Recordkeeper|$669,627|—|$669,627|

| DEUTSCHE BANK|Other Service Provider|$24,884|—|$24,884|

| ALLIANT INSURANCE SERVICES INC.|Other Service Provider|$13,365|—|$13,365|

| SOVOS COMPLIANCE LLC|Other Service Provider|$9,607|—|$9,607|

| ALIGRAPHICS|Other Service Provider|$9,418|—|$9,418|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,005,630

- **Estimated Expense Ratio:** 1.631% 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|$2,172,543|—|$1,948,356|—|—|

| 2023|$2,177,151|—|$1,936,164|—|—|

| 2022|$2,055,521|$1,480|$1,868,531|—|—|

## Similar Plans

- [Sony Corporation Of America](https://planprovider.pro/companies/sony-corporation-of-america-131914734-503) — 2,769 participants

- [Joint Pension Comm Of The Ees Sec Fund Of The Elec Prod Ind](https://planprovider.pro/companies/joint-pension-comm-of-the-ees-sec-fund-of-the-elec-prod-ind-plan) — 1,525 participants

- [Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl](https://planprovider.pro/companies/brd-of-tr-of-the-empl-sec-fd-of-the-elec-prod-ind-health-welfare-pl-136100908-501) — 1,510 participants

- [Transcat, INC.](https://planprovider.pro/companies/transcat-inc-401k-plan) — 981 participants

- [Napco Security Technologies, INC.](https://planprovider.pro/companies/napco-security-technologies-inc-401k-plan) — 290 participants

- [Felix Storch INC.](https://planprovider.pro/companies/felix-storch-inc-plan) — 274 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-health-reimb-acct-fund-of-the-elec-ind-562489386-513)

© 2026 PlanProvider.Pro