# Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-truck-drivers-no-355-health-welfare-plan-520631160-501

> Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan's Health & Welfare plan: 1,942 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan

- **Sponsor EIN:** 520631160

- **Sponsor Address:** 1030 S. DUKELAND STREET, BALTIMORE, MD, 212233303

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,942

- **Total Assets:** $129.7M

## 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|1,942|$129.7M|$36.7M|$1.1M|

| 2023|2,023|$113.9M|$38.2M|$1.1M|

| 2022|2,140|$97.5M|$38.6M|$1.1M|

## 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|

| ZELIS|Recordkeeper|$1,123,034|—|$1,123,034|

| BENESYS, INC.|Other Service Provider|$321,692|—|$321,692|

| BENEFITS ADMINISTRATION, LLC|Recordkeeper|$296,371|—|$296,371|

| AMERICAN HEALTH HOLDING|Recordkeeper|$174,006|—|$174,006|

| EXPRESS SCRIPTS|Recordkeeper|$170,249|—|$170,249|

| CAREFIRST OF MARYLAND, INC.|Recordkeeper|$144,516|—|$144,516|

| CAREFIRST NETWORK LEASING|Recordkeeper|$133,287|—|$133,287|

| HCFL|Auditor|$71,406|—|$71,406|

| AMERICAN REALTY ADVISORS|Investment Advisor|$41,754|—|$41,754|

| BOLTON PARTNERS|Actuary|$41,700|—|$41,700|

| PNC BANK|Custodian / Trustee|$35,395|—|$35,395|

| MARCO CONSULTING GROUP, INC.|Other Service Provider|$25,000|—|$25,000|

| DELTA DENTAL OF PENNSYLVANIA|Recordkeeper|$22,062|—|$22,062|

| LOOMIS SAYLES TRUST COMPANY|Investment Advisor|$22,051|—|$22,051|

| WELLINGTON TRUST COMPANY, NA|Investment Advisor|$17,306|—|$17,306|

| ABATO, RUBENSTEIN & ABATO|Other Service Provider|$13,492|—|$13,492|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,653,321

- **Estimated Expense Ratio:** 2.045% 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|$2,758,244|$106,112|$618,063|—|—|

| 2023|$2,424,502|$110,225|$613,364|—|—|

| 2022|$2,476,944|$112,248|$613,364|—|$126,719|

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- [Board Of Trustees Of The Eastern](https://planprovider.pro/companies/board-of-trustees-of-the-eastern-plan) — 300 participants

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