# National Master Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/national-master-trust-956888352-501

> National Master Trust's Health & Welfare plan: 3,555 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Master Trust

- **Sponsor EIN:** 956888352

- **Sponsor Address:** 3030 S. BUNDY DRIVE, LOS ANGELES, CA, 90066

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,555

- **Total Assets:** $5.9M

## 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|3,555|$5.9M|$2.8M|$0|

| 2023|3,964|$5.8M|$3.1M|$0|

| 2022|2,911|$6.4M|$3.0M|$0|

## 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|

| KELSEY NATIONAL CORPORATION|Insurance Carrier|$988,095|—|$988,095|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $988,095

- **Estimated Expense Ratio:** 16.849% 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|$739,934|-$32,379|$772,313|—|—|

| 2023|$956,079|$383,323|$572,756|—|—|

| 2022|$794,610|$111,069|$683,541|—|—|

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