# Boys & Girls Clubs Of America Health & Welfare Plan
Source: https://planprovider.pro/companies/boys-girls-clubs-of-america-136176007-501

> Boys & Girls Clubs Of America's Health & Welfare plan: 7,281 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boys & Girls Clubs Of America

- **Sponsor EIN:** 136176007

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, STE 400, LEXINGTON, KY, 40503

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 7,281

- **Total Assets:** $14.5M

## 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|7,281|$14.5M|$31.5M|$0|

| 2023|6,620|$12.9M|$27.6M|$0|

| 2022|5,959|$9.9M|$21.0M|$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|

| UMR, INC|Other Service Provider|$1,034,286|$28,619|$1,062,905|

| RX BENEFITS, INC|Other Service Provider|$19,243|—|$19,243|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,082,148

- **Estimated Expense Ratio:** 7.478% 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|$1,765,249|$59,163|$1,552,861|$23,000|—|

| 2023|$1,601,055|$53,449|$1,414,763|$27,875|—|

| 2022|$1,335,695|$50,578|$1,207,590|—|$38,250|

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