# Joint Board Of Trustees Of Local 639 Employers Health Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-local-639-employers-health-trust-fund-530209136-501

> Joint Board Of Trustees Of Local 639 Employers Health Trust Fund's Health & Welfare plan: 3,324 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

## Similar Plans

- [Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust](https://planprovider.pro/companies/joint-board-of-trustees-teamsters-local-639-employers-pension-trust-plan) — 3,542 participants

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