# Hospital Employee Benefit Assoc. Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/hospital-employee-benefit-assoc-trust-351394215-504

> Hospital Employee Benefit Assoc. Trust's Health & Welfare plan: 1,836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hospital Employee Benefit Assoc. Trust

- **Sponsor EIN:** 351394215

- **Sponsor Address:** 10 WEST CARMEL DR., SUITE 260, CARMEL, IN, 46032

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 1,836

- **Total Assets:** $38,335

## 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|1,836|$38,335|$337,796|$0|

| 2023|2,150|$39,518|$352,959|$0|

| 2022|2,287|$352,867|$462,728|$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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$4,267|—|$4,267|—|—|

| 2023|$24,451|—|$24,451|—|—|

| 2022|$31,158|—|$31,158|—|—|

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