# New Hampshire Bankers Association Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/new-hampshire-bankers-association-insurance-trust-026005138-501

> New Hampshire Bankers Association Insurance Trust's Health & Welfare plan: 442 participants, plan year 2025 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** New Hampshire Bankers Association Insurance Trust

- **Sponsor EIN:** 026005138

- **Sponsor Address:** PO BOX 2586, CONCORD, NH, 03302

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 442

- **Total Assets:** $701,444

## 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.|

| 2025|442|$701,444|$0|$0|

| 2024|0|$1.3M|$9.8M|$69,674|

| 2023|536|$848,132|$8.3M|$121,143|

| 2022|741|$1.6M|$7.8M|$135,153|

## 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|

| THE RICHARDS GROUP|Other Service Provider|$180,060|—|$180,060|

| WIPFLI, LLP|Auditor|$48,747|—|$48,747|

| BERNSTEIN SHUR|ERISA Attorney|$47,088|—|$47,088|

| MASON & RICH, P.A.|Other Service Provider|$14,782|—|$14,782|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $290,677

- **Estimated Expense Ratio:** 41.440% 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|

| 2025|$11,683,159|—|$191,070|$48,747|—|

| 2024|$280,849|—|$162,680|$44,034|—|

| 2023|$354,487|—|$218,818|—|—|

| 2022|$357,439|—|$254,575|—|$96,352|

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