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: 512
- Total Participants: 10,794
- Total Assets: $7.8M
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 | 10,794 | $7.8M | $1.0M | $26.5M |
| 2023 | 10,087 | $6.5M | $1.0M | $23.1M |
| 2022 | 8,916 | $5.8M | $114,087 | $19.6M |
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 | $484,223 | — | $484,223 |
| WITHUMSMITH+BROWN, P.C. | Auditor | $113,976 | — | $113,976 |
| CLOVER PRINTING | Other Service Provider | $20,882 | — | $20,882 |
| TRUIST BANK | Other Service Provider | $7,643 | — | $7,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $626,724
- Estimated Expense Ratio: 8.046% 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 | $626,724 | — | $484,223 | $41,250 | — |
| 2023 | $522,369 | — | $454,871 | $61,266 | — |
| 2022 | $477,033 | $6,781 | $416,084 | — | $52,633 |