Plan Snapshot
- Plan Sponsor: National Auto Sprinkler Welfare Fund Joint Board Of Trustees
- Sponsor EIN: 530215881
- Sponsor Address: 8000 CORPORATE DRIVE, LANDOVER, MD, 207852239
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 16,440
- Total Assets: $787.7M
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 | 16,440 | $787.7M | $372.6M | $18.0M |
| 2023 | 15,031 | $729.9M | $335.7M | $17.4M |
| 2022 | 15,120 | $717.6M | $291.8M | $16.8M |
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 |
|---|---|---|---|---|
| SPRING CARE INC. | Other Service Provider | $1,124,214 | — | $1,124,214 |
| AMERICAN HEALTH HOLDINGS, INC. | Other Service Provider | $819,501 | — | $819,501 |
| HINGE HEALTH INC. | Other Service Provider | $775,145 | — | $775,145 |
| HEALTH GAUGE | Other Service Provider | $608,284 | — | $608,284 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $500,793 | — | $500,793 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $452,870 | — | $452,870 |
| THE SEGAL CO. | Other Service Provider | $434,376 | — | $434,376 |
| NIA PADMORE | Other Service Provider | $335,593 | — | $335,593 |
| MEDICAL REVIEW INSTITUTE OF AMERICA | Other Service Provider | $306,460 | — | $306,460 |
| BASYS, INC. | Other Service Provider | $287,796 | — | $287,796 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $263,705 | — | $263,705 |
| SAVEONSP | Other Service Provider | $259,820 | — | $259,820 |
| INTERCONTINENTAL REAL ESTATE CORPOR | Other Service Provider | $253,199 | — | $253,199 |
| CALIBRE CPA GROUP, PLLC | Auditor | $225,408 | — | $225,408 |
| PATRICIA RANDALL | Other Service Provider | $223,256 | — | $223,256 |
| JOHN EGER | Other Service Provider | $178,863 | — | $178,863 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $165,023 | — | $165,023 |
| SMITH GRAHAM | Other Service Provider | $147,407 | — | $147,407 |
| MARY M. ANNAN | Other Service Provider | $110,263 | — | $110,263 |
| NIXON PEABODY, LLP | ERISA Attorney | $105,673 | — | $105,673 |
| LATISHA YOUNG | Other Service Provider | $104,236 | — | $104,236 |
| ANGELA CURSEEN | Other Service Provider | $94,557 | — | $94,557 |
| ANNA BOSMANS | Other Service Provider | $88,047 | — | $88,047 |
| NARDIA JOSEPHS | Other Service Provider | $84,543 | — | $84,543 |
| COMERICA BANK | Other Service Provider | $83,920 | — | $83,920 |
| HEALTHLINX, LLC | Other Service Provider | $81,000 | — | $81,000 |
| LISA STATHOPOULOS | Other Service Provider | $79,886 | — | $79,886 |
| BONNEY MILLER | Other Service Provider | $77,936 | — | $77,936 |
| DIANE JONES | Other Service Provider | $77,365 | — | $77,365 |
| CONSTANCE BLUNT | Other Service Provider | $74,636 | — | $74,636 |
| LAWRENCE WELSH | Other Service Provider | $72,716 | — | $72,716 |
| SELINA ROOTHS-BROWN | Other Service Provider | $72,150 | — | $72,150 |
| IRON MOUNTAIN | Other Service Provider | $71,970 | — | $71,970 |
| VARENA MAYS | Other Service Provider | $66,393 | — | $66,393 |
| NEIL WHITE | Other Service Provider | $65,385 | — | $65,385 |
| LYNNE LEVERE | Other Service Provider | $65,250 | — | $65,250 |
| WHITNEY OKWUCHI | Other Service Provider | $64,283 | — | $64,283 |
| DANITRA RANDALL | Other Service Provider | $63,377 | — | $63,377 |
| MADELINE BROWN | Other Service Provider | $63,135 | — | $63,135 |
| MARGUERITE FITCH | Other Service Provider | $61,663 | — | $61,663 |
| FANNICE BECKETT | Other Service Provider | $58,164 | — | $58,164 |
| SHAUNTAE TRIPLINE | Other Service Provider | $57,972 | — | $57,972 |
| FRANCA SOARES DE SOUZA | Other Service Provider | $57,246 | — | $57,246 |
| NANCY CORNELL | Other Service Provider | $50,206 | — | $50,206 |
| STEPHANIE MCDANIEL | Other Service Provider | $48,624 | — | $48,624 |
| LAKYRA HERNDON | Other Service Provider | $47,979 | — | $47,979 |
| BRITTNY LEWIS | Other Service Provider | $47,713 | — | $47,713 |
| ALICIA CRAWELY | Other Service Provider | $35,961 | — | $35,961 |
| SEGAL MARCO ADVISORS | Other Service Provider | $35,820 | — | $35,820 |
| RICHARD WELSH | Other Service Provider | $33,582 | — | $33,582 |
| RALPH SANCHEZ | Other Service Provider | $32,628 | — | $32,628 |
| CATHERINE VARELLI | Other Service Provider | $29,622 | — | $29,622 |
| KIM HARRIS | Other Service Provider | $29,193 | — | $29,193 |
| NATHANIEL DAVIS | Other Service Provider | $26,920 | — | $26,920 |
| INTECH | Other Service Provider | $24,229 | — | $24,229 |
| ROBERT W BAIRD CO. | Other Service Provider | $21,180 | — | $21,180 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $16,959 | — | $16,959 |
| CHANGE HEALTHCARE OPERATIONS | Other Service Provider | $15,463 | — | $15,463 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $13,076 | — | $13,076 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $8,635 | $8,635 |
| PRIORITY LEGAL SERVICES | Other Service Provider | $7,285 | — | $7,285 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $6,605 | — | $6,605 |
| CHRISTENSEN JAMES & MARTIN | Other Service Provider | $6,378 | — | $6,378 |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN | Other Service Provider | $5,595 | — | $5,595 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- NIXON PEABODY, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,807,132
- Estimated Expense Ratio: 1.245% 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 | $24,653,692 | $2,225,241 | — | $118,976 | — |
| 2023 | $45,184,332 | $2,704,145 | — | — | — |
| 2022 | $21,936,760 | $1,822,808 | — | — | $2,305,565 |