# National Carriers' Conference Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/national-carriers-conference-committee-521036399-506

> National Carriers' Conference Committee's Health & Welfare plan: 3,866 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:** 506

- **Total Participants:** 3,866

- **Total Assets:** $26.2M

## 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|3,866|$26.2M|$52.5M|$3.9M|

| 2023|5,191|$34.6M|$70.5M|$5.1M|

| 2022|6,740|$38.3M|$86.0M|$6.8M|

## 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|

| UNITEDHEALTHCARE|Other Service Provider|$3,218,197|—|$3,218,197|

| WITHUMSMITH+BROWN, P.C.|Auditor|$451,053|—|$451,053|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$197,559|—|$197,559|

| TRUIST BANK|Other Service Provider|$40,629|—|$40,629|

| WILLIS TOWERS WATSON|Recordkeeper|$20,500|—|$20,500|

| MCMC, LLC|Other Service Provider|$15,900|—|$15,900|

| REMEDY ANALYTICS, INC.|Other Service Provider|$13,333|—|$13,333|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,957,171

- **Estimated Expense Ratio:** 15.089% 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|$3,919,933|—|$3,394,418|$47,500|—|

| 2023|$4,578,351|—|$4,348,981|$46,800|—|

| 2022|$6,005,528|$54,630|$5,734,346|—|$216,552|

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