# Bot North Atlantic States Carpenters Health Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-north-atlantic-states-carpenters-health-benefits-fund-046374357-501

> Bot North Atlantic States Carpenters Health Benefits Fund's Health & Welfare plan: 18,857 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bot North Atlantic States Carpenters Health Benefits Fund

- **Sponsor EIN:** 046374357

- **Sponsor Address:** 350 FORDHAM ROAD, WILMINGTON, MA, 01887

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 18,857

- **Total Assets:** $939.0M

## 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|18,857|$939.0M|$280.0M|$24.4M|

| 2023|19,509|$911.2M|$285.6M|$26.0M|

| 2022|16,724|$874.4M|$269.2M|$26.0M|

## 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|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$4,934,022|—|$4,934,022|

| EXPRESS SCRIPTS INC|Other Service Provider|$3,508,549|—|$3,508,549|

| NAS CARPENTERS PENSION FUND (CCA)|Other Service Provider|$1,677,000|—|$1,677,000|

| DELTA DENTAL OF MA|Other Service Provider|$673,622|—|$673,622|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$557,294|—|$557,294|

| KGA INC|Other Service Provider|$354,945|—|$354,945|

| LEVEL CARE HEALTH CONSORTIUM|Other Service Provider|$254,706|—|$254,706|

| CHARTWELL INVESTMENT PARTNERS LLC|Other Service Provider|$193,385|—|$193,385|

| MELLON INVESTMENTS CORPORATION|Other Service Provider|$178,643|—|$178,643|

| SCHULTHEIS & PANETTIERI LLP|Auditor|$143,000|—|$143,000|

| KRAKOW SOURIS & LANDRY LLC|Other Service Provider|$141,000|—|$141,000|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$130,408|—|$130,408|

| OREILLY GROSSO GROSS & JONES PC|Other Service Provider|$118,200|—|$118,200|

| BENEFIT RESOURCE LLC|Other Service Provider|$100,313|—|$100,313|

| DODGE & COX INVESTMENT MANAGERS|Other Service Provider|$97,837|—|$97,837|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$91,544|—|$91,544|

| STATE STREET BANK & TRUST CO|Other Service Provider|$67,071|—|$67,071|

| WELLINGTON TRUST COMPANY NA|Other Service Provider|$58,838|—|$58,838|

| BLACKROCK INSTL TRUST COMPANY NA|Other Service Provider|$54,062|—|$54,062|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$50,400|—|$50,400|

| MEKETA INVESTMENT GROUP|Other Service Provider|$50,332|—|$50,332|

| PERFECT PRINTING SOLUTIONS INC|Other Service Provider|$44,782|—|$44,782|

| FIRST AMERICAN ADMINISTRATORS|Other Service Provider|$37,972|—|$37,972|

| THE JOURNEYMAN PRESS|Other Service Provider|$34,922|—|$34,922|

| SEGAL SELECT INSURANCE SVCS INC|Other Service Provider|—|$19,975|$19,975|

| THE WAGNER LAW GROUP|ERISA Attorney|$13,397|—|$13,397|

| NATIONAL SOFTWARE INC|Other Service Provider|$11,696|—|$11,696|

| WITHUMSMITH+BROWN, P.C.|Auditor|$9,293|—|$9,293|

| RHUMBLINE ADVISERS LMTD PARTNERSHIP|Other Service Provider|$8,020|—|$8,020|

| WHITE BIRCH VIEW LLC|Other Service Provider|$6,500|—|$6,500|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [WITHUMSMITH+BROWN, P.C.](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:** $13,621,728

- **Estimated Expense Ratio:** 1.451% 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|$19,202,671|$889,259|—|$143,000|—|

| 2023|$19,412,710|$843,731|—|$140,000|—|

| 2022|$18,174,132|$834,002|—|—|$1,094,280|

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