# New England Bakery Drivers And Its Member Local Unions Health & Welfare Plan
Source: https://planprovider.pro/companies/new-england-bakery-drivers-and-its-member-local-unions-222930352-501

> New England Bakery Drivers And Its Member Local Unions's Health & Welfare plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New England Bakery Drivers And Its Member Local Unions

- **Sponsor EIN:** 222930352

- **Sponsor Address:** 53 GOFFSTOWN ROAD, SUITE A, MANCHESTER, NH, 03102

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 92

- **Total Assets:** $1.2M

## 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|92|$1.2M|$0|$0|

| 2023|95|$1.2M|$0|$0|

| 2022|97|$1.1M|$0|$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|

| ATLAS FINANCIAL GROUP, LLC|Other Service Provider|$7,500|—|$7,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,500

- **Estimated Expense Ratio:** 0.606% 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|$12,291|$1,015|$7,500|—|—|

| 2023|$13,679|$1,023|—|$9,205|—|

| 2022|$26,048|$1,275|$12,196|—|$9,208|

## Similar Plans

- [New England Bakery Drivers And Its Member Local Unions](https://planprovider.pro/companies/new-england-bakery-drivers-and-its-member-local-unions-plan-001) — 6,528 participants

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