# Howard Hughes Medical Institute Health & Welfare Plan
Source: https://planprovider.pro/companies/howard-hughes-medical-institute-590735717-508

> Howard Hughes Medical Institute's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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