# Medical Educational Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/medical-educational-trust-356321360-503

> Medical Educational Trust's Health & Welfare plan: 2,378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Educational Trust

- **Sponsor EIN:** 356321360

- **Sponsor Address:** 10 W CARMEL DR STE 260, CARMEL, IN, 460323365

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 2,378

- **Total Assets:** $260,150

## 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|2,378|$260,150|$1.3M|$0|

| 2023|2,765|$345,061|$1.3M|$0|

| 2022|2,649|$173,508|$1.7M|$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|

| GBS ADMINISTRATORS, INC.|Other Service Provider|$26,212|—|$26,212|

| CBIZ CPAS P.C.|Other Service Provider|$5,230|—|$5,230|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,442

- **Estimated Expense Ratio:** 12.086% 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|$35,304|$2,440|$27,634|$5,230|—|

| 2023|$45,941|$2,039|$34,568|$9,334|—|

| 2022|$29,738|$1,692|$24,512|—|$3,534|

## Similar Plans

- [Indiana Union Construction Industry Substance Abuse Trust Fund](https://planprovider.pro/companies/indiana-union-construction-industry-substance-abuse-trust-fund-383656895-501) — 14,806 participants

- [Dental Practice Consortium](https://planprovider.pro/companies/dental-practice-consortium-932728089-501) — 2,738 participants

- [Hospital Employee Benefit Assoc. Trust](https://planprovider.pro/companies/hospital-employee-benefit-assoc-trust-351394215-504) — 1,836 participants

- [Ici Benefits Consortium](https://planprovider.pro/companies/ici-benefits-consortium-843411649-501) — 736 participants

- [Renaissance Acquisition Company LLC](https://planprovider.pro/companies/renaissance-acquisition-company-llc-401k-plan) — 306 participants

- [New Covenant Trust Company, NA](https://planprovider.pro/companies/new-covenant-trust-company-na-plan) — 42 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medical-educational-trust-356321360-503)

© 2026 PlanProvider.Pro