# Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-the-drivers-and-helpers-local-no-355-526043608-501

> Joint Board Of Trustees Of The Drivers And Helpers Local No. 355's Health & Welfare plan: 329 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of The Drivers And Helpers Local No. 355

- **Sponsor EIN:** 526043608

- **Sponsor Address:** 1030 S. DUKELAND STREET, BALTIMORE, MD, 212233303

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 329

- **Total Assets:** $69,221

## 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|329|$69,221|$0|$81,151|

| 2023|352|$78,359|$0|$81,670|

| 2022|322|$83,902|$0|$76,140|

## 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|

| CARUSO & ZERWITZ|Other Service Provider|$68,619|—|$68,619|

| HCFL|Auditor|$7,740|—|$7,740|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,359

- **Estimated Expense Ratio:** 110.312% 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|$17,779|—|$2,256|—|—|

| 2023|$16,950|—|$2,000|—|—|

| 2022|$17,924|—|$2,000|—|$12,524|

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