# Community Access Unlimited, INC. Welfare Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/community-access-unlimited-inc-welfare-benefit-plan-222318586-501

> Community Access Unlimited, INC. Welfare Benefit Plan's Health & Welfare plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Access Unlimited, INC. Welfare Benefit Plan

- **Sponsor EIN:** 222318586

- **Sponsor Address:** 80 WEST GRAND STREET, ELIZABETH, NJ, 07202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 636

- **Total Assets:** $8.1M

## 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|636|$8.1M|$12.5M|$527,212|

| 2023|645|$10.1M|$9.9M|$332,915|

| 2022|594|$9.9M|$14.2M|$270,286|

## 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|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$1,425,241|—|$1,425,241|

| COMMUNITY ACCESS UNLIMITED|Other Service Provider|$194,594|—|$194,594|

| BDO USA, P.C.|Auditor|$34,287|—|$34,287|

| MERRILL LYNCH|Other Service Provider|$34,048|—|$34,048|

| JLT CONSULTING|Other Service Provider|$26,393|—|$26,393|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,714,563

- **Estimated Expense Ratio:** 21.081% 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|$316,968|$25,646|$245,635|$34,287|—|

| 2023|$399,638|$30,742|$331,145|$29,200|—|

| 2022|$428,458|$60,415|—|—|$368,043|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-access-unlimited-inc-welfare-benefit-plan-222318586-501)

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