# Board Of Trustees Of The National I.A.M. Benefit Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-national-i-a-m-benefit-trust-fund-366562520-501

> Board Of Trustees Of The National I.A.M. Benefit Trust Fund's Health & Welfare plan: 12,348 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The National I.A.M. Benefit Trust Fund

- **Sponsor EIN:** 366562520

- **Sponsor Address:** 99 M STREET, SE, STE 600, WASHINGTON, DC, 200034595

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 12,348

- **Total Assets:** $91.3M

## 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|12,348|$91.3M|$128.7M|$633,555|

| 2023|11,782|$95.3M|$123.8M|$626,124|

| 2022|12,173|$101.6M|$113.4M|$599,236|

## 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|

| CIGNA|Other Service Provider|$4,589,781|—|$4,589,781|

| VITECH SYSTEMS GROUP|Other Service Provider|$2,804,977|—|$2,804,977|

| IAM NATIONAL PENSION FUND|Recordkeeper|$1,576,931|—|$1,576,931|

| LINEA SOLUTIONS|Other Service Provider|$715,025|—|$715,025|

| CAREMARK|Other Service Provider|$435,319|—|$435,319|

| DELTA DENTAL|Other Service Provider|$370,775|—|$370,775|

| COMPREHENSIVE HEALTHCARE SYSTEMS|Other Service Provider|$278,348|—|$278,348|

| MANAGED BUSINESS SOLUTIONS LLC|Other Service Provider|$275,041|—|$275,041|

| THE SEGAL COMPANY|Other Service Provider|$217,170|—|$217,170|

| NOVAK FRANCELLA LLC|Auditor|$142,052|—|$142,052|

| EMILY C NOVAK|Other Service Provider|$120,900|—|$120,900|

| EVERNORTH BEHAVORIAL HEALTH INC|Other Service Provider|$118,632|—|$118,632|

| MONICA FAUNTLEROY|Other Service Provider|$112,758|—|$112,758|

| TANIA PETERSON|Other Service Provider|$111,860|—|$111,860|

| INVESCO ADVISERS INC|Other Service Provider|$98,570|—|$98,570|

| DEVIKA MATHUR|Other Service Provider|$89,359|—|$89,359|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$89,339|—|$89,339|

| FREDRICK ROSS|Other Service Provider|$85,370|—|$85,370|

| TONYA BLAKE|Other Service Provider|$83,100|—|$83,100|

| OLAYINKA ODUNTAN|Other Service Provider|$82,143|—|$82,143|

| EMILY OTT|Other Service Provider|$81,928|—|$81,928|

| CHANDRA WILLIAMS|Other Service Provider|$81,864|—|$81,864|

| ASHLEY PROCTOR|Other Service Provider|$78,357|—|$78,357|

| NATASHA SHELTON|Other Service Provider|$76,140|—|$76,140|

| VELVET DRAYTON|Other Service Provider|$75,422|—|$75,422|

| CARLEEN ANDERSON GERALD|Other Service Provider|$74,110|—|$74,110|

| SEGAL MARCO ADVISORS|Other Service Provider|$70,000|—|$70,000|

| WITHUM SMITH & BROWN PC|Auditor|$69,992|—|$69,992|

| KIMBERLY RYAN|Other Service Provider|$58,623|—|$58,623|

| ALEXANDER ROGERS|Other Service Provider|$56,119|—|$56,119|

| LAKISHIA THOMAS|Other Service Provider|$51,219|—|$51,219|

| COHEN WEISS & SIMON LLP|Other Service Provider|$34,000|—|$34,000|

| EYEMED|Other Service Provider|$29,043|—|$29,043|

| STEPHANIE ROSS|Other Service Provider|$27,685|—|$27,685|

| ADVANCED MEDICAL REVIEWS|Other Service Provider|$27,640|—|$27,640|

| PROSKAUER ROSE LLP|Other Service Provider|$18,515|—|$18,515|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$12,501|$12,501|

| PART D ADVISORS|Other Service Provider|$12,000|—|$12,000|

| MIXIEEN RANKINE|Other Service Provider|$7,119|—|$7,119|

| STATE STREET BANK AND TRUST COMPANY|Other Service Provider|$5,928|—|$5,928|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [IAM NATIONAL PENSION FUND](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — 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:** $13,345,655

- **Estimated Expense Ratio:** 14.617% 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|$12,797,783|$258,749|$5,073,260|$38,013|—|

| 2023|$12,946,683|$258,141|$5,260,943|$60,094|—|

| 2022|$9,239,751|$271,167|$4,805,759|—|$680,820|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-national-i-a-m-benefit-trust-fund-366562520-501)

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