# Trustees, National Association Of Letter Carriers Health Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-national-association-of-letter-carriers-health-benefit-plan-541875242-501

> Trustees, National Association Of Letter Carriers Health Benefit Plan's Health & Welfare plan: 367 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees, National Association Of Letter Carriers Health Benefit Plan

- **Sponsor EIN:** 541875242

- **Sponsor Address:** 20547 WAVERLY CT., ASHBURN, VA, 20149

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 367

- **Total Assets:** $15.8M

## 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|367|$15.8M|$14.8M|$957,701|

| 2023|366|$11.5M|$13.0M|$825,411|

| 2022|397|$11.5M|$10.9M|$651,416|

## 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|

| NALC HEALTH BENEFIT PLAN|Other Service Provider|$804,646|—|$804,646|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Other Service Provider|$159,662|—|$159,662|

| WILLIS TOWERS WATSON|Recordkeeper|$113,287|—|$113,287|

| WITHUMSMITH+BROWN, P.C.|Auditor|$96,688|—|$96,688|

| COHEN WEISS AND SIMON LLP|Other Service Provider|$46,006|—|$46,006|

| BW WILSON PAPER COMPANY, INC.|Other Service Provider|$10,869|—|$10,869|

| REGIONS INSTITUTIONAL TRUST|Other Service Provider|$9,996|—|$9,996|

| QUAN-VEST CONSULTANTS INC|Other Service Provider|$9,285|—|$9,285|

| MOSAIC|Other Service Provider|$6,486|—|$6,486|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,256,925

- **Estimated Expense Ratio:** 7.944% 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|$1,466,973|$19,335|—|$96,688|—|

| 2023|$1,454,053|$18,863|—|$91,421|—|

| 2022|$933,632|$55,137|—|—|$207,911|

## Similar Plans

- [Vba Benefits Corporation](https://planprovider.pro/companies/vba-benefits-corporation-541741662-502) — 5,666 participants

- [Vba Benefits Corporation](https://planprovider.pro/companies/vba-benefits-corporation-541741662-501) — 4,761 participants

- [Law Enforcement Benevolent Fund Of Northern Virginia](https://planprovider.pro/companies/law-enforcement-benevolent-fund-of-northern-virginia-541951256-501) — 3,690 participants

- [Virginia Private Colleges Benefits Consortium, INC.](https://planprovider.pro/companies/virginia-private-colleges-benefits-consortium-inc-271367957-501) — 3,051 participants

- [Board Of Trustees, Nalc Annuity Trust Fund](https://planprovider.pro/companies/board-of-trustees-nalc-annuity-trust-fund-plan) — 565 participants

- [National Automobile Dealers Association](https://planprovider.pro/companies/national-automobile-dealers-association-530114725-504) — 346 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-national-association-of-letter-carriers-health-benefit-plan-541875242-501)

© 2026 PlanProvider.Pro