# Trustees Of Carp Local Union No 491 Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-carp-local-union-no-491-health-and-welfare-plan-521252611-501

> Trustees Of Carp Local Union No 491 Health And Welfare Plan's Health & Welfare plan: 499 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Carp Local Union No 491 Health And Welfare Plan

- **Sponsor EIN:** 521252611

- **Sponsor Address:** 911 RIDGEBROOK RD, SPARKS, MD, 211529459

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 499

- **Total Assets:** $9.8M

## 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|499|$9.8M|$4.4M|$1.1M|

| 2023|460|$8.8M|$4.1M|$984,112|

| 2022|418|$7.3M|$3.7M|$898,935|

## 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|

| UNION LABOR LIFE INSURANCE COMPANY|Other Service Provider|$284,506|—|$284,506|

| ASSOCIATED ADMINISTRATORS|Other Service Provider|$143,435|—|$143,435|

| INDEPENDENCE ADMNISTRATORS|Other Service Provider|$126,498|—|$126,498|

| BATOFF ASSOCIATES PA|Other Service Provider|$35,627|—|$35,627|

| BOLTON PARTNERS INVESTMENT CONSULTI|Other Service Provider|$20,000|—|$20,000|

| IRA MARC MILLER AND CO PA|Other Service Provider|$18,675|—|$18,675|

| PNC BANK|Other Service Provider|$8,788|—|$8,788|

| YORK INSURANCE SERVICES|Other Service Provider|$5,495|—|$5,495|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $643,024

- **Estimated Expense Ratio:** 6.587% 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|$473,974|$5,053|$269,933|$18,875|—|

| 2023|$631,480|$5,193|$259,762|$18,000|—|

| 2022|$549,065|$4,480|$259,036|—|$63,748|

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