# National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd Health & Welfare Plan
Source: https://planprovider.pro/companies/national-automatic-sprinkler-metal-trades-welfare-fd-jt-brd-237351551-501

> National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd's Health & Welfare plan: 680 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd

- **Sponsor EIN:** 237351551

- **Sponsor Address:** 8000 CORPORATE DRIVE, LANDOVER, MD, 207852239

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 680

- **Total Assets:** $15.1M

## 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|680|$15.1M|$7.4M|$43,346|

| 2023|641|$15.9M|$6.3M|$42,766|

| 2022|593|$15.7M|$5.8M|$43,540|

## 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|

| OPTUM RX|Other Service Provider|$1,470,753|—|$1,470,753|

| THE SEGAL COMPANY|Other Service Provider|$105,900|—|$105,900|

| CALIBRE CPA GROUP, PLLC|Auditor|$49,904|—|$49,904|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$35,000|—|$35,000|

| COMERICA BANK|Other Service Provider|$25,329|—|$25,329|

| AMERICAN HEALTH HOLDINGS, INC.|Other Service Provider|$22,802|—|$22,802|

| BASYS|Other Service Provider|$21,340|—|$21,340|

| US REAL ESTATE INVESTMENT FUND|Other Service Provider|$18,111|—|$18,111|

| JP MORGAN|Recordkeeper|$15,917|—|$15,917|

| HEALTHLINX, LLC|Other Service Provider|$9,000|—|$9,000|

| O'DONOGHUE & O'DONOGHUE LLP|Other Service Provider|$8,278|—|$8,278|

| NIXON PEABODY, LLP|ERISA Attorney|$5,933|—|$5,933|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [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:** $1,788,267

- **Estimated Expense Ratio:** 11.845% 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|$897,200|$77,496|—|$47,431|—|

| 2023|$786,421|$56,024|—|—|—|

| 2022|$693,092|$31,455|—|—|$175,485|

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