Plan Snapshot
- Plan Sponsor: Howard Hughes Medical Institute
- Sponsor EIN: 590735717
- Sponsor Address: 4000 JONES BRIDGE ROAD, CHEVY CHASE, MD, 208156789
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 0
- Total Assets: $42.0M
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 | 0 | $42.0M | $6.2M | $2.2M |
| 2023 | 0 | $41.3M | $6.2M | $2.1M |
| 2022 | 0 | $39.3M | $6.1M | $2.2M |
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 |
|---|---|---|---|---|
| CAREFIRST OF MARYLAND, INC. | Other Service Provider | $312,130 | — | $312,130 |
| WEX HEALTH, INC. | ERISA Attorney | $91,396 | — | $91,396 |
| TIAA | Custodian / Trustee | $50,586 | — | $50,586 |
| DELTA DENTAL | Other Service Provider | $31,264 | — | $31,264 |
| HEALTH ADVOCATE | Other Service Provider | $11,823 | — | $11,823 |
| VISION SERVICE PLAN | Other Service Provider | $10,169 | — | $10,169 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEX HEALTH, INC. — ERISA Attorney
- TIAA — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $507,368
- Estimated Expense Ratio: 1.209% 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 | $507,369 | — | $456,783 | — | — |
| 2023 | $515,814 | $49,132 | $466,682 | — | — |
| 2022 | $501,469 | $48,368 | $453,101 | — | — |