# National Carriers' Conference Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/national-carriers-conference-committee-521036399-505

> National Carriers' Conference Committee's Health & Welfare plan: 108,305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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