# Roman Catholic Bishop Of Portland Health & Welfare Plan
Source: https://planprovider.pro/companies/roman-catholic-bishop-of-portland-010212546-501

> Roman Catholic Bishop Of Portland's Health & Welfare plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roman Catholic Bishop Of Portland

- **Sponsor EIN:** 010212546

- **Sponsor Address:** 510 OCEAN AVENUE, PORTLAND, ME, 04103

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 32

- **Total Assets:** $7.9M

## 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|32|$7.9M|$1.2M|$0|

| 2023|31|$7.2M|$1.5M|$0|

| 2022|38|$6.2M|$1.3M|$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|

| ROMAN CATHOLIC BISHOP OF PORTLAND|Other Service Provider|$42,500|—|$42,500|

| FL PUTNAM INVESTMENT MGT CO|Other Service Provider|$26,236|—|$26,236|

| BAKER, NEWMAN & NOYES|Other Service Provider|$13,745|—|$13,745|

| ARTHUR J. GALLAGHER & CO.|Investment Advisor|$7,000|—|$7,000|

### Verified Provider Profiles

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

- [ARTHUR J. GALLAGHER & CO.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,481

- **Estimated Expense Ratio:** 1.134% 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|$112,194|$26,236|—|$10,000|—|

| 2023|$56,184|$26,069|—|$9,500|—|

| 2022|$54,398|$22,093|—|—|—|

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