# Joint Plan Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-plan-committee-800616625-501

> Joint Plan Committee's Health & Welfare plan: 75,198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Plan Committee

- **Sponsor EIN:** 800616625

- **Sponsor Address:** 251 - 18TH STREET, SOUTH, SUITE 750, ARLINGTON, VA, 22202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 75,198

- **Total Assets:** $597.2M

## 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|75,198|$597.2M|$1.5B|$250.6M|

| 2023|75,608|$446.6M|$1.4B|$250.8M|

| 2022|74,512|$351.4M|$1.3B|$184.1M|

## 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|

| UNITEDHEALTHCARE|Other Service Provider|$49,564,896|—|$49,564,896|

| HIGHMARK|Other Service Provider|$12,786,648|—|$12,786,648|

| AETNA US HEALTHCARE|Other Service Provider|$7,455,030|—|$7,455,030|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$4,412,390|—|$4,412,390|

| TELADOC HEALTH INC.|Other Service Provider|$1,215,045|—|$1,215,045|

| HEALTH ADVOCATE SOLUTIONS, INC.|Other Service Provider|$667,273|—|$667,273|

| WITHUMSMITH+BROWN, P.C.|Auditor|$635,439|—|$635,439|

| TRUIST BANK|Other Service Provider|$478,333|—|$478,333|

| LANTERN SPECIALTY|Other Service Provider|$252,291|—|$252,291|

| CLOVER PRINTING|Other Service Provider|$240,366|—|$240,366|

| MCMC, LLC|Other Service Provider|$178,250|—|$178,250|

| SEGAL COMPANY|Other Service Provider|$87,968|—|$87,968|

| RSC INSURANCE BROKERAGE, INC|Other Service Provider|$80,799|—|$80,799|

| WILLIS TOWERS WATSON US, LLC|Recordkeeper|$64,811|—|$64,811|

| EVOLENT HEALTH LLC|Other Service Provider|$63,700|—|$63,700|

| REMEDY ANALYTICS, INC.|Other Service Provider|$13,333|—|$13,333|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [WILLIS TOWERS WATSON US, LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,196,572

- **Estimated Expense Ratio:** 13.095% 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|$75,545,922|—|$73,436,525|$108,150|—|

| 2023|$71,076,863|—|$69,883,663|$100,600|—|

| 2022|$69,280,905|$118,425|$65,816,037|—|$2,906,418|

## Similar Plans

- [National Carriers' Conference Committee](https://planprovider.pro/companies/national-carriers-conference-committee-521036399-505) — 108,305 participants

- [Governing Committee](https://planprovider.pro/companies/governing-committee-800616629-510) — 35,497 participants

- [National Carriers' Conference Committee](https://planprovider.pro/companies/national-carriers-conference-committee-521036399-508) — 31,597 participants

- [National Carriers' Conference Committee](https://planprovider.pro/companies/national-carriers-conference-committee-521036399-502) — 26,259 participants

- [National Carriers' Conference Committee](https://planprovider.pro/companies/national-carriers-conference-committee-521036399-512) — 10,794 participants

- [National Carriers' Conference Committee](https://planprovider.pro/companies/national-carriers-conference-committee-521036399-506) — 3,866 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-plan-committee-800616625-501)

© 2026 PlanProvider.Pro