# Health Board Health & Welfare Plan
Source: https://planprovider.pro/companies/health-board-113805568-501

> Health Board's Health & Welfare plan: 2,578 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health Board

- **Sponsor EIN:** 113805568

- **Sponsor Address:** 200 ST. PAUL STREET, SUITE 2420, BALTIMORE, MD, 21202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,578

- **Total Assets:** $1.1B

## 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|2,578|$1.1B|$241.0M|$0|

| 2023|2,532|$824.8M|$80.4M|$0|

| 2022|2,528|$763.8M|$121.4M|$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|

| CIGNA HEALTH AND LIFE INSURANCE CO|Other Service Provider|$1,743,179|—|$1,743,179|

| GROOM LAW GROUP, CHARTERED|ERISA Attorney|$662,270|—|$662,270|

| PNC CAPITAL ADVISORS, LLC|Other Service Provider|$367,023|—|$367,023|

| ALIGHT HOLDING COMPANY, LLC|Recordkeeper|$334,962|—|$334,962|

| AON CONSULTING, INC.|Recordkeeper|$277,610|—|$277,610|

| B BELL/P ROZELLE NFL PLAYER RET PL|Recordkeeper|$199,708|—|$199,708|

| CONSOLIDATED GRAPHICS, INC.|Other Service Provider|$116,609|—|$116,609|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$69,334|—|$69,334|

| MITCHELL & TITUS, LLP|Auditor|$31,370|—|$31,370|

| CAPFINANCIAL PARTNERS, LLC|Other Service Provider|$14,795|—|$14,795|

| CLOUDBERRY CREATIVE, INC.|Other Service Provider|$7,406|—|$7,406|

### Verified Provider Profiles

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

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [ALIGHT HOLDING COMPANY, LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [B BELL/P ROZELLE NFL PLAYER RET PL](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [MITCHELL & TITUS, LLP](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,824,266

- **Estimated Expense Ratio:** 0.354% 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|$3,860,296|$381,818|$1,743,179|$31,370|—|

| 2023|$4,097,260|$337,007|$1,713,532|$29,593|—|

| 2022|$3,140,743|$300,406|—|—|$765,408|

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