# The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-catholic-charities-usa-employee-welfare-b-456491273-501

> The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B's Health & Welfare plan: 2,733 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B

- **Sponsor EIN:** 456491273

- **Sponsor Address:** 2050 BALLENGER AVENUE, ALEXANDRIA, VA, 22314

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,733

- **Total Assets:** $24.6M

## 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|2,733|$24.6M|$0|$0|

| 2023|2,860|$19.0M|$0|$0|

| 2022|2,842|$11.9M|$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|

| CAREFIRST ADMINISTRATORS|Recordkeeper|$1,480,622|—|$1,480,622|

| USI INSURANCE SERVICES|Investment Advisor|$408,684|—|$408,684|

| CHERRY BEKAERT|Other Service Provider|$178,074|—|$178,074|

| S. ROBINSON|Other Service Provider|$174,201|—|$174,201|

| DELTA DENTAL OF VIRGINIA|Other Service Provider|$73,519|—|$73,519|

| HEALTH ADVOCATE|Other Service Provider|$73,348|—|$73,348|

| HUB INTERNATIONAL|Insurance Carrier|$60,625|—|$60,625|

| P&A ADMINISTRATIVE SERVICES, INC.|Other Service Provider|$49,728|—|$49,728|

| APRIO LLP|Auditor|$47,080|—|$47,080|

| 4MYBENEFITS, INC.|Recordkeeper|$45,102|—|$45,102|

| HEALTHSPARQ/MD LIVE MED|Other Service Provider|$41,336|—|$41,336|

| VISION SERVICE PLAN|Recordkeeper|$26,551|—|$26,551|

| ZOMOHEALTH, LLC|Other Service Provider|$26,542|—|$26,542|

| CONIFER HEALTH|Other Service Provider|$9,117|—|$9,117|

| ARENT FOX LLP|ERISA Attorney|$5,183|—|$5,183|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,699,712

- **Estimated Expense Ratio:** 10.958% 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|$1,871,499|—|$1,265,129|$47,080|—|

| 2023|$1,783,345|—|$1,245,037|$41,774|—|

| 2022|$1,725,356|—|$1,725,356|—|—|

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