Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Local 639 Employers Health Trust Fund
- Sponsor EIN: 530209136
- Sponsor Address: 3130 AMES PLACE NE, WASHINGTON, DC, 20018
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,324
- Total Assets: $359.7M
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 | 3,324 | $359.7M | $52.8M | $194,939 |
| 2023 | 3,953 | $325.2M | $52.2M | $289,928 |
| 2022 | 3,566 | $293.9M | $55.7M | $321,031 |
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 |
|---|---|---|---|---|
| DENTAL HEALTH CENTERS & ASSOCIATES | Other Service Provider | $2,314,044 | — | $2,314,044 |
| CIGNA HEALTHCARE | Other Service Provider | $1,273,195 | — | $1,273,195 |
| BENESYS | Recordkeeper | $972,142 | — | $972,142 |
| MOONEY GREEN SAINDON MURPHY & WELCH | Other Service Provider | $269,149 | — | $269,149 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $214,698 | — | $214,698 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $195,212 | — | $195,212 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $114,375 | — | $114,375 |
| MORGAN LEWIS ET AL | Recordkeeper | $106,259 | — | $106,259 |
| F/M INVESTMENTS, LLC | Other Service Provider | $92,061 | — | $92,061 |
| CALIBRE CPA GROUP PLLC | Auditor | $83,513 | — | $83,513 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $60,000 | — | $60,000 |
| PNC | Other Service Provider | $37,050 | — | $37,050 |
| SEGAL BRYANT HAMILL | Other Service Provider | $30,897 | — | $30,897 |
| NORTHERN TRUST | Other Service Provider | $20,000 | — | $20,000 |
| ERIC WEISS | Custodian / Trustee | $12,000 | — | $12,000 |
| FRANK STEGMAN | Custodian / Trustee | $12,000 | — | $12,000 |
| JOHN GIBSON | Custodian / Trustee | $12,000 | — | $12,000 |
| MICHAEL BULL | Custodian / Trustee | $12,000 | — | $12,000 |
| PHILIP GILES | Custodian / Trustee | $12,000 | — | $12,000 |
| RAYMOND HOWARD | Custodian / Trustee | $12,000 | — | $12,000 |
| THOMAS RATLIFF | Custodian / Trustee | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS ET AL — Recordkeeper
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,866,595
- Estimated Expense Ratio: 1.631% 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 | $3,889,311 | $516,344 | $972,208 | $49,150 | — |
| 2023 | $3,886,249 | $627,566 | $936,764 | $72,702 | — |
| 2022 | $4,038,640 | $693,697 | $945,214 | — | $815,510 |