# The Board Of Trustees Of Transit Employees' Retiree Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-transit-employees-retiree-health-plan-851408588-501

> The Board Of Trustees Of Transit Employees' Retiree Health Plan's Health & Welfare plan: 7,637 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of Transit Employees' Retiree Health Plan

- **Sponsor EIN:** 851408588

- **Sponsor Address:** 2701 WHITNEY PLACE, SUITE 200, FORESTVILLE, MD, 20747

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 7,637

- **Total Assets:** $37.4M

## 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|7,637|$37.4M|$0|$6.8M|

| 2023|7,680|$27.7M|$10,006|$8.7M|

| 2022|7,243|$17.4M|$0|$7.8M|

## 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|

| JLMCGEE CONSULTING LLC|Other Service Provider|$41,600|—|$41,600|

| CBIZ CPAS P.C.|Auditor|$33,488|—|$33,488|

| TED WINDSOR & ASSOCIATES|Actuary|$21,175|—|$21,175|

| SLEVIN & HART|ERISA Attorney|$21,062|—|$21,062|

| TRUIST BANK|Custodian / Trustee|$18,579|—|$18,579|

| DOYLE PRINTING & OFFSET CO.|Other Service Provider|$17,373|—|$17,373|

| MORGAN STANLEY GLOBAL BANKING OPERA|Investment Advisor|$10,000|—|$10,000|

| AKT CONSULTING|Other Service Provider|$5,226|—|$5,226|

### Verified Provider Profiles

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

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $168,503

- **Estimated Expense Ratio:** 0.451% 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|$183,817|$15,000|$41,400|$33,488|—|

| 2023|$132,036|$10,000|$36,891|—|—|

| 2022|$128,901|—|—|—|$128,901|

## Similar Plans

- [Transit Management Of Central Maryland INC.](https://planprovider.pro/companies/transit-management-of-central-maryland-inc-464958741-501) — 137 participants

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