Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of The Sta-Ila Locals 953, 333, 1429
- Sponsor EIN: 273004934
- Sponsor Address: 6610 TRIBUTARY STREET, SUITE 202, BALTIMORE, MD, 212246514
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,865
- Total Assets: $5.3M
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. |
|---|---|---|---|---|
| 2025 | 1,865 | $5.3M | $0 | $0 |
| 2024 | 1,865 | $5.1M | $21.9M | $0 |
| 2023 | 1,930 | $3.5M | $18.9M | $0 |
| 2022 | 1,943 | $3.0M | $16.9M | $0 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Other Service Provider | $91,053 | — | $91,053 |
| STA-ILA CONTAINER ROYALTY PLAN | Other Service Provider | $43,300 | — | $43,300 |
| STA OF BALTIMORE INFO SERVICES | Other Service Provider | $33,966 | — | $33,966 |
| M&T TRUST COMPANY | Other Service Provider | $16,775 | — | $16,775 |
| ABATO, RUBENSTEIN, & ABATO, P.A. | Other Service Provider | $13,313 | — | $13,313 |
| EBERTS & HARRISON, INC. | Other Service Provider | $10,730 | — | $10,730 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $209,137
- Estimated Expense Ratio: 3.911% 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 |
|---|---|---|---|---|---|
| 2025 | $23,322,436 | $386 | — | $80,140 | — |
| 2024 | $171,374 | $308 | — | $18,287 | — |
| 2023 | $168,249 | $428 | — | $11,448 | — |
| 2022 | $176,095 | $424 | — | — | $73,686 |