# Joint Board Of Trustees, Bakery & Confectionery Union & Industry Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-bakery-confectionery-union-industry-530227042-501

> Joint Board Of Trustees, Bakery & Confectionery Union & Industry's Health & Welfare plan: 8,329 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees, Bakery & Confectionery Union & Industry

- **Sponsor EIN:** 530227042

- **Sponsor Address:** 10401 CONNECTICUT AVENUE, KENSINGTON, MD, 208953960

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 8,329

- **Total Assets:** $275.7M

## 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|8,329|$275.7M|$11.3M|$147,120|

| 2023|8,363|$257.4M|$11.7M|$142,627|

| 2022|8,315|$235.1M|$12.2M|$185,686|

## 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|

| SALARIES - MANAGEMENT|Other Service Provider|$969,446|—|$969,446|

| SALARIES - HEALTH BENEFITS|Other Service Provider|$706,876|—|$706,876|

| THE SEGAL COMPANY|Other Service Provider|$363,304|—|$363,304|

| PNC BANK N.A.|Other Service Provider|$311,423|—|$311,423|

| SALARIES - ADMINISTRATIVE SERVICES|Other Service Provider|$254,489|—|$254,489|

| WITHUMSMITH AND BROWN|Auditor|$183,530|—|$183,530|

| MULTIPLAN, INC.|Other Service Provider|$155,258|—|$155,258|

| SALARIES - INFORMATION TECHNOLOGY|Other Service Provider|$134,950|—|$134,950|

| LITTLER MENDELSON, P.C.|Other Service Provider|$71,823|—|$71,823|

| BREDHOFF & KAISER, P.L.L.C.|ERISA Attorney|$46,740|—|$46,740|

| FAIR HEALTH, INC.|Other Service Provider|$37,943|—|$37,943|

| SEGAL MARCO ADVISORS|Other Service Provider|$21,875|—|$21,875|

| HINES ASSOCIATES|Other Service Provider|$16,269|—|$16,269|

| VISION SERVICE PLAN|Other Service Provider|$15,109|—|$15,109|

| DOYLE PRINTING|Other Service Provider|$10,334|—|$10,334|

| SMART DATA SOLUTIONS|Other Service Provider|$9,533|—|$9,533|

| POTOMAC INFORMATION|Other Service Provider|$6,471|—|$6,471|

| AFL-CIO CF SL STOCK INDEX FUND|Other Service Provider|$5,862|—|$5,862|

| PAYCHEX|Other Service Provider|$5,087|—|$5,087|

### Verified Provider Profiles

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

- [WITHUMSMITH AND BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [BREDHOFF & KAISER, P.L.L.C.](https://planprovider.pro/provider/bredhoff-and-kaiser) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,326,322

- **Estimated Expense Ratio:** 1.206% 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|$3,967,793|$338,898|—|$153,267|—|

| 2023|$4,761,253|$299,837|—|$232,993|—|

| 2022|$3,958,393|$353,344|—|—|$784,199|

## Similar Plans

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-bakery-confectionery-union-industry-530227042-501)

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