Plan Snapshot
- Plan Sponsor: National Carriers' Conference Committee
- Sponsor EIN: 521036399
- Sponsor Address: 251 - 18TH STREET, SOUTH, SUITE 750, ARLINGTON, VA, 22202
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 108,305
- Total Assets: $47.1M
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 | 108,305 | $47.1M | $92.2M | $812,381 |
| 2023 | 124,698 | $39.6M | $102.9M | $988,258 |
| 2022 | 122,250 | $25.4M | $94.2M | $1.4M |
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 |
|---|---|---|---|---|
| AETNA, INC. | Other Service Provider | $4,384,242 | — | $4,384,242 |
| WITHUMSMITH+BROWN, PC | Auditor | $150,225 | — | $150,225 |
| TRUIST BANK | Other Service Provider | $57,703 | — | $57,703 |
| UNITEDHEALTHCARE | Other Service Provider | $52,546 | — | $52,546 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,644,716
- Estimated Expense Ratio: 9.864% 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 | $4,649,190 | — | $4,436,788 | $47,500 | — |
| 2023 | $4,792,475 | — | $4,587,008 | $36,800 | — |
| 2022 | $4,426,259 | $24,057 | $4,217,430 | — | $184,772 |