# Trustees Of The Mid Atlantic Regional Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-the-mid-atlantic-regional-health-fund-251347607-501

> Trustees Of The Mid Atlantic Regional Health Fund's Health & Welfare plan: 3,798 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Mid Atlantic Regional Health Fund

- **Sponsor EIN:** 251347607

- **Sponsor Address:** 5735 INDUSTRY LANE BLDG C, FREDERICK, MD, 21704

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,798

- **Total Assets:** $2.7M

## 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|3,798|$2.7M|$15,583|$144,386|

| 2023|3,877|$2.6M|$12,690|$150,142|

| 2022|4,033|$2.3M|$11,619|$160,141|

## 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|

| MID ATLANTIC REGIONAL BOARD|Other Service Provider|$107,190|—|$107,190|

| UNITED BANK|Other Service Provider|$16,006|—|$16,006|

| MARKOWITZ & RICHMAN|Other Service Provider|$7,000|—|$7,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,196

- **Estimated Expense Ratio:** 4.747% 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|$137,108|$16,006|—|—|—|

| 2023|$143,323|$14,496|—|$12,446|—|

| 2022|$143,739|$13,136|—|—|$17,200|

## Similar Plans

- [Government Employees' Benefit Association, INC.](https://planprovider.pro/companies/government-employees-benefit-association-inc-526051763-501) — 15,618 participants

- [U A Local Union Officers & Employees Pension Fund](https://planprovider.pro/companies/u-a-local-union-officers-employees-pension-fund-plan) — 1,925 participants

- [Man-U Service Contract Trust Fund C/O Benesys, INC](https://planprovider.pro/companies/man-u-service-contract-trust-fund-c-o-benesys-inc-541008444-501) — 1,353 participants

- [Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto](https://planprovider.pro/companies/board-of-trustees-operating-engineers-pension-trust-fund-of-washingto-plan) — 1,291 participants

- [Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin](https://planprovider.pro/companies/board-of-trustees-operating-engineers-trust-fund-of-wash-dc-and-vicin-526038508-501) — 1,230 participants

- [Government Employees Mutual Benefit Association INC](https://planprovider.pro/companies/government-employees-mutual-benefit-association-inc-521235644-003) — 743 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-mid-atlantic-regional-health-fund-251347607-501)

© 2026 PlanProvider.Pro