# National Auto Sprinkler Welfare Fund Joint Board Of Trustees Health & Welfare Plan Source: https://planprovider.pro/companies/national-auto-sprinkler-welfare-fund-joint-board-of-trustees-530215881-501 > National Auto Sprinkler Welfare Fund Joint Board Of Trustees's Health & Welfare plan: 16,440 participants, plan year 2024 financials, providers, and benchmar… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor - [NIXON PEABODY, LLP](https://planprovider.pro/provider/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| ## Similar Plans - [Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees](https://planprovider.pro/companies/sprinkler-industry-supplemental-pension-fund-joint-board-of-trustees-plan) — 28,099 participants - [Bd Of Tees Heating, Piping & Refrigeration Pension Fund](https://planprovider.pro/companies/bd-of-tees-heating-piping-refrigeration-pension-fund-plan) — 4,817 participants - [Plumbers And Steamfitters Local #486 Medical Fund](https://planprovider.pro/companies/plumbers-and-steamfitters-local-486-medical-fund-521059733-501) — 1,636 participants - [Plumbers & Pipefitters Vacation Fund U. 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