# Rummel, Klepper & Kahl, LLP Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/rummel-klepper-kahl-llp-health-plan-520599112-701

> Rummel, Klepper & Kahl, LLP Health Plan's Health & Welfare plan: 1,408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rummel, Klepper & Kahl, LLP Health Plan

- **Sponsor EIN:** 520599112

- **Sponsor Address:** 700 EAST PRATT STREET, BALTIMORE, MD, 21202

- **Plan Type:** Health & Welfare

- **Plan Number:** 701

- **Total Participants:** 1,408

- **Total Assets:** $3.5M

## 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|1,408|$3.5M|$18.5M|$5.1M|

| 2023|1,241|$2.4M|$15.0M|$4.4M|

| 2022|1,190|$2.5M|$14.2M|$3.7M|

## 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|

| CAREFIRST ADMINISTRATORS|Recordkeeper|$693,781|—|$693,781|

| MDLIVE|Recordkeeper|$16,380|—|$16,380|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $710,161

- **Estimated Expense Ratio:** 20.452% 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|$1,734,616|—|$1,729,684|—|—|

| 2023|$1,418,350|—|$1,412,826|—|—|

| 2022|$1,502,663|—|—|—|$1,497,355|

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