Plan Snapshot
- Plan Sponsor: Boy Scouts Of America
- Sponsor EIN: 221576300
- Sponsor Address: 1325 W WALNUT HILL LN, IRVING, TX, 750383008
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 3,947
- Total Assets: $1.1M
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 | 3,947 | $1.1M | $32.4M | $13.8M |
| 2023 | 4,034 | $461,678 | $28.0M | $14.3M |
| 2022 | 4,045 | $0 | $25.0M | $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 |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $1,829,975 | — | $1,829,975 |
| QBE | Other Service Provider | $918,943 | — | $918,943 |
| LIFEWORKS | Other Service Provider | $854,137 | — | $854,137 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $197,491 | — | $197,491 |
| TOWERS WATSON DELAWARE INC | Recordkeeper | $68,998 | — | $68,998 |
| HARPER & PEARSON COMPANY, P.C. | Auditor | $62,192 | — | $62,192 |
| CONEXIS | Other Service Provider | $29,199 | — | $29,199 |
| OPTUM | Other Service Provider | $8,080 | — | $8,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE INC — Recordkeeper
- HARPER & PEARSON COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,969,015
- Estimated Expense Ratio: 357.707% 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 | $3,969,015 | — | $3,906,823 | — | — |
| 2023 | $3,870,537 | — | $3,804,601 | — | — |
| 2022 | $4,433,205 | — | $4,389,052 | — | $44,153 |