Plan Snapshot

Plan Sponsor: National Elevator Industry Health Benefit Plan Board Of Trustees
Sponsor EIN: 232790911
Sponsor Address: 19 CAMPUS BLVD, SUITE 200, NEWTOWN SQUARE, PA, 19073
Plan Type: 401(k)
Plan Number: 501
Total Participants: 26,202
Total Assets: $3.4B

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	26,202	$3.4B	$858.9M	$95.0M
2023	25,761	$3.1B	$820.1M	$91.6M
2022	25,987	$2.8B	$801.3M	$89.1M

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
HCSC	Other Service Provider	$14,669,596	—	$14,669,596
EXPRESS SCRIPTS (MEDCO)	Other Service Provider	$7,043,062	—	$7,043,062
KINGSMAN HOLDINGS INC DBA KEPRO	Other Service Provider	$4,820,986	—	$4,820,986
LYRA HEALTH, INC.	Other Service Provider	$3,410,083	—	$3,410,083
EMPLOYEE HEALTH INSURANCE MGMT INC	Recordkeeper	$3,400,523	—	$3,400,523
VIRTA MEDICAL	Other Service Provider	$2,388,793	—	$2,388,793
RED CARD SYSTEMS LLC	Other Service Provider	$1,906,097	—	$1,906,097
JANUS HENDERSON INVESTORS	Other Service Provider	$1,227,758	—	$1,227,758
NEWMARK KNIGHT FRANK	Other Service Provider	$933,167	—	$933,167
BASYS INC	Other Service Provider	$691,552	$150,536	$842,088
LSV ASSET MANAGEMENT	Other Service Provider	$819,396	—	$819,396
LOOMIS SAYLES & CO	Other Service Provider	$512,801	—	$512,801
ABERDEEN ASSET MANAGEMENT	Other Service Provider	$510,542	—	$510,542
JPM GLOBAL EMERGING MARKET	Other Service Provider	$508,292	—	$508,292
SEGAL COMPANY	Other Service Provider	$484,402	$22,363	$506,765
DANIEL A. WINTERS & CO	Auditor	$469,976	—	$469,976
LORD ABBETT & COMPANY LLC	Other Service Provider	$447,058	—	$447,058
ZELIS CLAIMS INTEGRITY INC	Other Service Provider	$410,500	—	$410,500
MEPT EDGEMORE	Other Service Provider	$372,306	—	$372,306
INVESCO IBRA	Other Service Provider	$353,865	—	$353,865
PACIFIC INVESTMENT MANAGEMENT CO	Other Service Provider	$334,521	—	$334,521
MEDICAL REVIEW INST OF AMERICA	Other Service Provider	$308,521	—	$308,521
O'DONOGHUE & O'DONOGHUE	Other Service Provider	$299,467	—	$299,467
BROOKFIELD US INC.	Other Service Provider	$274,449	—	$274,449
OPTUM HEALTH CARE SOLUTIONS	Other Service Provider	$258,631	—	$258,631
SEGAL MARCO ADVISORS	Other Service Provider	$246,136	—	$246,136
ELAVON MERCHANT SERVICES	Other Service Provider	$231,695	—	$231,695
GUARDIAN LIFE INSURANCE	Recordkeeper	$228,878	—	$228,878
AEW CAPITAL MANAGEMENT	Other Service Provider	$226,078	—	$226,078
STANDARD REGISTER	Other Service Provider	$222,700	—	$222,700
EMPLOYEE A	Recordkeeper	$217,714	—	$217,714
TIERPOINT LLC	Other Service Provider	$209,819	—	$209,819
FIRST AMERICAN ADMINISTRATORS INC	Other Service Provider	$203,898	—	$203,898
MELLON CAPITAL MANAGEMENT	Other Service Provider	$191,526	—	$191,526
MACKAY SHIELDS LLC	Recordkeeper	$185,828	—	$185,828
SMART DATA SOLUTIONS INC	Other Service Provider	$185,197	—	$185,197
EMPLOYEE B	Recordkeeper	$183,885	—	$183,885
VERIZON BUSINESS NETWORK SVCS	Other Service Provider	$177,388	—	$177,388
CDW DIRECT LLC	Other Service Provider	$164,795	—	$164,795
OPTIV SECURITY INC	Other Service Provider	$164,795	—	$164,795
ORACLE AMERICA INC	Other Service Provider	$145,941	—	$145,941
GENERAL DYNAMICS INFORMATION TECH	Other Service Provider	$145,578	—	$145,578
EMPLOYEE C	Recordkeeper	$137,633	—	$137,633
THE BANK OF NEW YORK MELLON	Other Service Provider	$135,350	—	$135,350
HDMS	Other Service Provider	$126,800	—	$126,800
EMPLOYEE D	Recordkeeper	$123,200	—	$123,200
PARAMETRIC PORTFOLIO	Other Service Provider	$120,352	—	$120,352
EMPLOYEE E	Recordkeeper	$118,452	—	$118,452
EMPLOYEE F	Recordkeeper	$113,974	—	$113,974
EMPLOYEE G	Recordkeeper	$113,953	—	$113,953
WELLS FARGO BANK NA	Other Service Provider	$112,195	—	$112,195
EMPLOYEE H	Recordkeeper	$109,719	—	$109,719
BRANDYWINE GLOBAL INVESTMENT MGMT	Other Service Provider	$107,897	—	$107,897
EMPLOYEE I	Recordkeeper	$94,468	—	$94,468
EMPLOYEE J	Recordkeeper	$94,206	—	$94,206
EMPLOYEE K	Recordkeeper	$91,888	—	$91,888
EMPLOYEE L	Recordkeeper	$86,002	—	$86,002
EMPLOYEE M	Recordkeeper	$85,793	—	$85,793
COLCHESTER GLOBAL INVESTORS LIMITED	Other Service Provider	$85,616	—	$85,616
EMPLOYEE N	Recordkeeper	$84,909	—	$84,909
EMPLOYEE O	Recordkeeper	$84,486	—	$84,486
EMPLOYEE P	Recordkeeper	$83,186	—	$83,186
ALLSUP INC	Other Service Provider	$80,325	—	$80,325
EMPLOYEE Q	Recordkeeper	$78,807	—	$78,807
EMPLOYEE R	Recordkeeper	$77,354	—	$77,354
EMPLOYEE S	Recordkeeper	$76,745	—	$76,745
EMPLOYEE T	Recordkeeper	$75,593	—	$75,593
EMPLOYEE U	Recordkeeper	$75,427	—	$75,427
PREMIER TECHNOLOGY SOLUTIONS INC	Other Service Provider	$74,450	—	$74,450
EMPLOYEE V	Recordkeeper	$72,428	—	$72,428
EMPLOYEE W	Recordkeeper	$72,355	—	$72,355
EMPLOYEE X	Recordkeeper	$72,343	—	$72,343
EMPLOYEE Y	Recordkeeper	$69,756	—	$69,756
EMPLOYEE Z	Recordkeeper	$68,957	—	$68,957
EMPLOYEE AA	Recordkeeper	$68,535	—	$68,535
EMPLOYEE AB	Recordkeeper	$68,004	—	$68,004
EMPLOYEE AC	Recordkeeper	$66,339	—	$66,339
EMPLOYEE AD	Recordkeeper	$65,383	—	$65,383
SEYFARTH SHAW LLP	Investment Advisor	$65,164	—	$65,164
EMPLOYEE AE	Recordkeeper	$64,048	—	$64,048
EMPLOYEE AF	Recordkeeper	$63,878	—	$63,878
EMPLOYEE AG	Recordkeeper	$63,705	—	$63,705
EMPLOYEE AH	Recordkeeper	$63,483	—	$63,483
EMPLOYEE AI	Recordkeeper	$62,951	—	$62,951
EMPLOYEE AJ	Recordkeeper	$62,950	—	$62,950
EMPLOYEE AK	Recordkeeper	$62,579	—	$62,579
EMPLOYEE AL	Recordkeeper	$62,412	—	$62,412
EMPLOYEE AM	Recordkeeper	$62,002	—	$62,002
COMCAST CABLE COMMUNICATIONS	Other Service Provider	$62,001	—	$62,001
EMPLOYEE AN	Recordkeeper	$61,363	—	$61,363
EMPLOYEE AO	Recordkeeper	$60,818	—	$60,818
RINGCENTRAL, INC.	Other Service Provider	$58,788	—	$58,788
EMPLOYEE AP	Recordkeeper	$57,312	—	$57,312
EMPLOYEE AQ	Recordkeeper	$56,057	—	$56,057
EMPLOYEE AR	Recordkeeper	$55,507	—	$55,507
DEARBORN LIFE INSURANCE COMPANY	Other Service Provider	$54,123	—	$54,123
EMPLOYEE AS	Recordkeeper	$54,122	—	$54,122
EMPLOYEE AT	Recordkeeper	$54,015	—	$54,015
EMPLOYEE AU	Recordkeeper	$53,587	—	$53,587
EMPLOYEE AV	Recordkeeper	$53,300	—	$53,300
EMPLOYEE AW	Recordkeeper	$52,875	—	$52,875
EMPLOYEE AX	Recordkeeper	$52,606	—	$52,606
ELIRE	Other Service Provider	$51,925	—	$51,925
EMPLOYEE AY	Recordkeeper	$51,319	—	$51,319
EMPLOYEE AZ	Recordkeeper	$51,280	—	$51,280
INCOME RESEARCH MANAGEMENT	Other Service Provider	$51,063	—	$51,063
EMPLOYEE BA	Recordkeeper	$49,901	—	$49,901
EMPLOYEE BB	Recordkeeper	$49,129	—	$49,129
EMPLOYEE BC	Recordkeeper	$49,056	—	$49,056
EMPLOYEE BD	Recordkeeper	$48,347	—	$48,347
EMPLOYEE BE	Recordkeeper	$47,903	—	$47,903
EMPLOYEE BF	Recordkeeper	$47,158	—	$47,158
EMPLOYEE BG	Recordkeeper	$46,895	—	$46,895
EMPLOYEE BH	Recordkeeper	$46,555	—	$46,555
EMPLOYEE BI	Recordkeeper	$46,368	—	$46,368
AVAYA INC	Other Service Provider	$46,140	—	$46,140
EMPLOYEE BJ	Recordkeeper	$45,924	—	$45,924
EMPLOYEE BK	Recordkeeper	$45,775	—	$45,775
EMPLOYEE BL	Recordkeeper	$43,029	—	$43,029
EMPLOYEE BM	Recordkeeper	$42,058	—	$42,058
KELLY PRESS	Other Service Provider	$41,518	—	$41,518
EMPLOYEE BN	Recordkeeper	$41,429	—	$41,429
EMPLOYEE BO	Recordkeeper	$41,204	—	$41,204
EMPLOYEE BP	Recordkeeper	$41,028	—	$41,028
EMPLOYEE BQ	Recordkeeper	$40,425	—	$40,425
EMPLOYEE BR	Recordkeeper	$40,133	—	$40,133
EMPLOYEE BS	Recordkeeper	$39,859	—	$39,859
EMPLOYEE BT	Recordkeeper	$39,460	—	$39,460
EMPLOYEE BU	Recordkeeper	$39,359	—	$39,359
EMPLOYEE BV	Recordkeeper	$39,208	—	$39,208
EMPLOYEE BW	Recordkeeper	$39,082	—	$39,082
EMPLOYEE BX	Recordkeeper	$38,928	—	$38,928
EMPLOYEE BY	Recordkeeper	$37,501	—	$37,501
EMPLOYEE BZ	Recordkeeper	$36,836	—	$36,836
EMPLOYEE CA	Recordkeeper	$36,826	—	$36,826
EMPLOYEE CB	Recordkeeper	$36,531	—	$36,531
EMPLOYEE CC	Recordkeeper	$36,491	—	$36,491
EMPLOYEE CD	Recordkeeper	$36,289	—	$36,289
GALLAGHER FIDUCIARY ADVISORS, LLC	Investment Advisor	$36,129	—	$36,129
EMPLOYEE CE	Recordkeeper	$35,599	—	$35,599
EMPLOYEE CF	Recordkeeper	$35,090	—	$35,090
EMPLOYEE CG	Recordkeeper	$34,708	—	$34,708
EMPLOYEE CH	Recordkeeper	$34,683	—	$34,683
AUDIONET AMERICA	Other Service Provider	$34,230	—	$34,230
EMPLOYEE CI	Recordkeeper	$34,183	—	$34,183
EMPLOYEE CJ	Recordkeeper	$34,180	—	$34,180
EMPLOYEE CK	Recordkeeper	$33,870	—	$33,870
EMPLOYEE CL	Recordkeeper	$33,792	—	$33,792
EMPLOYEE CM	Recordkeeper	$33,154	—	$33,154
EMPLOYEE CN	Recordkeeper	$32,734	—	$32,734
EMPLOYEE CO	Recordkeeper	$31,161	—	$31,161
EMPLOYEE CP	Recordkeeper	$30,586	—	$30,586
EMPLOYEE CQ	Recordkeeper	$30,376	—	$30,376
EMPLOYEE CR	Recordkeeper	$28,866	—	$28,866
EMPLOYEE CS	Recordkeeper	$28,610	—	$28,610
EMPLOYEE CT	Recordkeeper	$27,899	—	$27,899
AUTOMATIC DATA PROCESSING	Recordkeeper	$26,572	—	$26,572
EMPLOYEE CU	Recordkeeper	$26,174	—	$26,174
EMPLOYEE CV	Recordkeeper	$25,167	—	$25,167
PITNEY BOWES GLOBAL FINANCIAL SVCS	Other Service Provider	$23,746	—	$23,746
TRUSTEE A	Custodian / Trustee	$19,964	—	$19,964
IRON MOUNTAIN	Other Service Provider	$18,674	—	$18,674
PEOPLESHARE LLC	Other Service Provider	$18,296	—	$18,296
FRASER ADVANCED INFORMATION SYSTEMS	Other Service Provider	$17,672	—	$17,672
TRUSTEE B	Custodian / Trustee	$16,090	—	$16,090
NCCMP	Other Service Provider	$14,750	—	$14,750
HARTFORD FIRE INSURANCE COMPANY	Other Service Provider	$13,986	—	$13,986
TRUSTEE C	Custodian / Trustee	$12,586	—	$12,586
TRUSTEE D	Custodian / Trustee	$12,333	—	$12,333
TRUSTEE E	Custodian / Trustee	$11,852	—	$11,852
ASSETSURE, LLC	Other Service Provider	$11,258	—	$11,258
ATLANTIC DATA SECURITY	Other Service Provider	$11,060	—	$11,060
TRUSTEE F	Custodian / Trustee	$10,541	—	$10,541
TRUSTEE G	Custodian / Trustee	$10,391	—	$10,391
VERIZON WIRELESS	Other Service Provider	$9,786	—	$9,786
TRUSTEE H	Custodian / Trustee	$9,380	—	$9,380
STAPLES	Other Service Provider	$9,365	—	$9,365
CANON FINANCIAL SERVICES	Other Service Provider	$9,212	—	$9,212
TRUSTEE I	Custodian / Trustee	$7,400	—	$7,400
GILBERT & SACKMAN A LAW CORP	Other Service Provider	$6,472	—	$6,472
CONSUMER WELLNESS SOLUTIONS	Other Service Provider	$6,205	—	$6,205
CHANGE HEALTHCARE BUS FULFILLMENT	Other Service Provider	$6,052	—	$6,052
CONVERGEONE, INC	Other Service Provider	$5,541	—	$5,541
TRUSTEE J	Custodian / Trustee	$5,417	—	$5,417

Verified Provider Profiles

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

EMPLOYEE HEALTH INSURANCE MGMT INC — Recordkeeper
DANIEL A. WINTERS & CO — Auditor
GUARDIAN LIFE INSURANCE — Recordkeeper
EMPLOYEE A — Recordkeeper
MACKAY SHIELDS LLC — Recordkeeper
EMPLOYEE B — Recordkeeper
EMPLOYEE C — Recordkeeper
EMPLOYEE D — Recordkeeper
EMPLOYEE E — Recordkeeper
EMPLOYEE F — Recordkeeper
EMPLOYEE G — Recordkeeper
EMPLOYEE H — Recordkeeper
EMPLOYEE I — Recordkeeper
EMPLOYEE J — Recordkeeper
EMPLOYEE K — Recordkeeper
EMPLOYEE L — Recordkeeper
EMPLOYEE M — Recordkeeper
EMPLOYEE N — Recordkeeper
EMPLOYEE O — Recordkeeper
EMPLOYEE P — Recordkeeper
EMPLOYEE Q — Recordkeeper
EMPLOYEE R — Recordkeeper
EMPLOYEE S — Recordkeeper
EMPLOYEE T — Recordkeeper
EMPLOYEE U — Recordkeeper
EMPLOYEE V — Recordkeeper
EMPLOYEE W — Recordkeeper
EMPLOYEE X — Recordkeeper
EMPLOYEE Y — Recordkeeper
EMPLOYEE Z — Recordkeeper
EMPLOYEE AA — Recordkeeper
EMPLOYEE AB — Recordkeeper
EMPLOYEE AC — Recordkeeper
EMPLOYEE AD — Recordkeeper
SEYFARTH SHAW LLP — Investment Advisor
EMPLOYEE AE — Recordkeeper
EMPLOYEE AF — Recordkeeper
EMPLOYEE AG — Recordkeeper
EMPLOYEE AH — Recordkeeper
EMPLOYEE AI — Recordkeeper
EMPLOYEE AJ — Recordkeeper
EMPLOYEE AK — Recordkeeper
EMPLOYEE AL — Recordkeeper
EMPLOYEE AM — Recordkeeper
EMPLOYEE AN — Recordkeeper
EMPLOYEE AO — Recordkeeper
EMPLOYEE AP — Recordkeeper
EMPLOYEE AQ — Recordkeeper
EMPLOYEE AR — Recordkeeper
EMPLOYEE AS — Recordkeeper
EMPLOYEE AT — Recordkeeper
EMPLOYEE AU — Recordkeeper
EMPLOYEE AV — Recordkeeper
EMPLOYEE AW — Recordkeeper
EMPLOYEE AX — Recordkeeper
EMPLOYEE AY — Recordkeeper
EMPLOYEE AZ — Recordkeeper
EMPLOYEE BA — Recordkeeper
EMPLOYEE BB — Recordkeeper
EMPLOYEE BC — Recordkeeper
EMPLOYEE BD — Recordkeeper
EMPLOYEE BE — Recordkeeper
EMPLOYEE BF — Recordkeeper
EMPLOYEE BG — Recordkeeper
EMPLOYEE BH — Recordkeeper
EMPLOYEE BI — Recordkeeper
EMPLOYEE BJ — Recordkeeper
EMPLOYEE BK — Recordkeeper
EMPLOYEE BL — Recordkeeper
EMPLOYEE BM — Recordkeeper
EMPLOYEE BN — Recordkeeper
EMPLOYEE BO — Recordkeeper
EMPLOYEE BP — Recordkeeper
EMPLOYEE BQ — Recordkeeper
EMPLOYEE BR — Recordkeeper
EMPLOYEE BS — Recordkeeper
EMPLOYEE BT — Recordkeeper
EMPLOYEE BU — Recordkeeper
EMPLOYEE BV — Recordkeeper
EMPLOYEE BW — Recordkeeper
EMPLOYEE BX — Recordkeeper
EMPLOYEE BY — Recordkeeper
EMPLOYEE BZ — Recordkeeper
EMPLOYEE CA — Recordkeeper
EMPLOYEE CB — Recordkeeper
EMPLOYEE CC — Recordkeeper
EMPLOYEE CD — Recordkeeper
GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
EMPLOYEE CE — Recordkeeper
EMPLOYEE CF — Recordkeeper
EMPLOYEE CG — Recordkeeper
EMPLOYEE CH — Recordkeeper
EMPLOYEE CI — Recordkeeper
EMPLOYEE CJ — Recordkeeper
EMPLOYEE CK — Recordkeeper
EMPLOYEE CL — Recordkeeper
EMPLOYEE CM — Recordkeeper
EMPLOYEE CN — Recordkeeper
EMPLOYEE CO — Recordkeeper
EMPLOYEE CP — Recordkeeper
EMPLOYEE CQ — Recordkeeper
EMPLOYEE CR — Recordkeeper
EMPLOYEE CS — Recordkeeper
EMPLOYEE CT — Recordkeeper
AUTOMATIC DATA PROCESSING — Recordkeeper
EMPLOYEE CU — Recordkeeper
EMPLOYEE CV — Recordkeeper

Plan Fees & Expenses

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

Total Service Provider Fees: $57,581,344
Estimated Expense Ratio: 1.684% 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	$55,038,016	$6,475,946	$30,357,063	$106,350	—
2023	$50,866,227	$6,316,644	$28,047,484	$137,747	—
2022	$46,912,204	$6,562,400	—	—	$1,532,349

National Elevator Industry Health Benefit Plan Board Of Trustees 401(k) Plan