# National Academy Of Sciences Health & Welfare Plan
Source: https://planprovider.pro/companies/national-academy-of-sciences-530196932-509

> National Academy Of Sciences's Health & Welfare plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Academy Of Sciences

- **Sponsor EIN:** 530196932

- **Sponsor Address:** 500 5TH STREET NW, WASHINGTON, DC, 200012736

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 38

- **Total Assets:** $69.4M

## 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|38|$69.4M|$0|$503,777|

| 2023|34|$65.7M|$0|$488,924|

| 2022|31|$59.0M|$3.9M|$445,483|

## 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|

| EXETER TRUST COMPANY|Other Service Provider|$411,821|—|$411,821|

| MERCER HEALTH AND BENEFITS LLC|Other Service Provider|$36,056|—|$36,056|

| CIGNA HEALTH AND LIFE INS. CO.|Other Service Provider|$21,410|—|$21,410|

| GRANT THORNTON|Other Service Provider|$17,500|—|$17,500|

| FLORES AND ASSOCIATES|Other Service Provider|$17,454|—|$17,454|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $504,241

- **Estimated Expense Ratio:** 0.727% 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|$479,439|$411,821|—|—|—|

| 2023|$414,686|$374,707|—|—|—|

| 2022|$423,653|$365,180|—|—|$40,597|

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