# Trustees Writers' Guild - Industry Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-writers-guild-industry-health-fund-237108536-501

> Trustees Writers' Guild - Industry Health Fund's Health & Welfare plan: 9,021 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Writers' Guild - Industry Health Fund

- **Sponsor EIN:** 237108536

- **Sponsor Address:** 2900 W. ALAMEDA AVENUE, SUITE 1100, BURBANK, CA, 915054220

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 9,021

- **Total Assets:** $232.9M

## 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|9,021|$232.9M|$203.4M|$7.1M|

| 2023|9,896|$285.0M|$157.9M|$7.3M|

| 2022|9,571|$358.1M|$233.4M|$7.7M|

## 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|

| SAVEONSP, LLC|Other Service Provider|$3,847,619|—|$3,847,619|

| CARROT FERTILITY INC|Other Service Provider|$3,068,341|—|$3,068,341|

| BC LIFE & HEALTH INSURANCE CO|Other Service Provider|$2,857,316|—|$2,857,316|

| NIGRO KARLIN SEGAL & FELDSTEIN|Other Service Provider|$875,000|—|$875,000|

| VISION SERVICE PLAN|Other Service Provider|$760,460|—|$760,460|

| DELTA DENTAL|Other Service Provider|$576,715|—|$576,715|

| BROWN & BROWN OF MA, LLC|Other Service Provider|$461,229|—|$461,229|

| GREEN LIGHT|Other Service Provider|$438,674|—|$438,674|

| EMPLOYEE 1008|Recordkeeper|$353,560|—|$353,560|

| WITHUMSMITH+BROWN PC|Auditor|$326,755|—|$326,755|

| SWITCH LTD|Other Service Provider|$324,776|—|$324,776|

| CONTIGO HEALTH LLC|Other Service Provider|$323,783|—|$323,783|

| SEGAL CONSULTING|Recordkeeper|$313,434|—|$313,434|

| NTT AMERICA INC.|Other Service Provider|$306,329|—|$306,329|

| UCLA HEALTH|Other Service Provider|$305,830|—|$305,830|

| KRAW LAW GROUP|Other Service Provider|$279,894|—|$279,894|

| INNOVEST SYSTEMS LLC|Other Service Provider|$251,803|—|$251,803|

| EMPLOYEE 1013|Recordkeeper|$245,943|—|$245,943|

| THE HARTFORD|Other Service Provider|$227,363|—|$227,363|

| GARTNER INC|Other Service Provider|$218,276|—|$218,276|

| VITECH SYSTEMS GROUP, INC|Other Service Provider|$217,185|—|$217,185|

| EPLAN|Other Service Provider|$211,576|—|$211,576|

| PROSKAUER ROSE LLP|Other Service Provider|$209,717|—|$209,717|

| EMPLOYEE 0237|Recordkeeper|$182,917|—|$182,917|

| LOGICALIS INC|Other Service Provider|$175,581|—|$175,581|

| EMPLOYEE 4359|Recordkeeper|$157,682|—|$157,682|

| SIDEPATH, INC.|Other Service Provider|$139,009|—|$139,009|

| EMPLOYEE 7415|Recordkeeper|$136,538|—|$136,538|

| EMPLOYEE 1017|Recordkeeper|$134,388|—|$134,388|

| PART D ADVISORS INC|Other Service Provider|$133,775|—|$133,775|

| EMPLOYEE 5351|Recordkeeper|$114,030|—|$114,030|

| EMPLOYEE 4935|Recordkeeper|$111,300|—|$111,300|

| EMPLOYEE 1495|Recordkeeper|$108,372|—|$108,372|

| CONSIDINE & ASSOCIATES INC|Other Service Provider|$106,210|—|$106,210|

| TEKNITA LLC|Other Service Provider|$105,485|—|$105,485|

| EMPLOYEE 1011|Recordkeeper|$104,775|—|$104,775|

| EMPLOYEE 4305|Recordkeeper|$104,704|—|$104,704|

| EMPLOYEE 1341|Recordkeeper|$103,656|—|$103,656|

| EMPLOYEE 5688|Recordkeeper|$103,249|—|$103,249|

| EMPLOYEE 393|Recordkeeper|$103,116|—|$103,116|

| EMPLOYEE 3830|Recordkeeper|$102,902|—|$102,902|

| EMPLOYEE 6743|Recordkeeper|$102,426|—|$102,426|

| EMPLOYEE 5147|Recordkeeper|$102,415|—|$102,415|

| EMPLOYEE 4362|Recordkeeper|$101,586|—|$101,586|

| EMPLOYEE 2807|Recordkeeper|$101,239|—|$101,239|

| EMPLOYEE 1045|Recordkeeper|$100,676|—|$100,676|

| EMPLOYEE 2669|Recordkeeper|$98,871|—|$98,871|

| CAREER STRATEGIES INC|Other Service Provider|$97,808|—|$97,808|

| EMPLOYEE 514|Recordkeeper|$96,247|—|$96,247|

| EMPLOYEE 4270|Recordkeeper|$96,063|—|$96,063|

| EMPLOYEE 2700|Recordkeeper|$94,095|—|$94,095|

| EMPLOYEE 1842|Recordkeeper|$91,560|—|$91,560|

| EMPLOYEE 8265|Recordkeeper|$90,750|—|$90,750|

| MICHAEL D MARSH|Other Service Provider|$88,800|—|$88,800|

| EMPLOYEE 9823|Recordkeeper|$87,835|—|$87,835|

| EMPLOYEE 3428|Recordkeeper|$84,153|—|$84,153|

| EMPLOYEE 6682|Recordkeeper|$84,150|—|$84,150|

| PROPHIX SOFTWARE INC|Other Service Provider|$79,969|—|$79,969|

| EMPLOYEE 6859|Recordkeeper|$79,877|—|$79,877|

| EMPLOYEE 4230|Recordkeeper|$79,693|—|$79,693|

| EMPLOYEE 5221|Recordkeeper|$78,180|—|$78,180|

| TECHNOLOGY MANAGEMENT CONCEPTS|Other Service Provider|$76,710|—|$76,710|

| EMPLOYEE 4244|Recordkeeper|$76,406|—|$76,406|

| ORACLE AMERICA, INC.|Other Service Provider|$75,136|—|$75,136|

| EMPLOYEE 3336|Recordkeeper|$75,046|—|$75,046|

| EMPLOYEE 2388|Recordkeeper|$74,214|—|$74,214|

| IRON MOUNTAIN (NY)|Other Service Provider|$74,157|—|$74,157|

| EMPLOYEE 4202|Recordkeeper|$71,333|—|$71,333|

| EMPLOYEE 1014|Recordkeeper|$69,804|—|$69,804|

| EMPLOYEE 4215|Recordkeeper|$69,310|—|$69,310|

| EMPLOYEE 4162|Recordkeeper|$68,476|—|$68,476|

| EMPLOYEE 4226|Recordkeeper|$67,655|—|$67,655|

| EMPLOYEE 9234|Recordkeeper|$66,688|—|$66,688|

| EMPLOYEE 8237|Recordkeeper|$66,609|—|$66,609|

| EMPLOYEE 9947|Recordkeeper|$66,609|—|$66,609|

| EMPLOYEE 9032|Recordkeeper|$65,965|—|$65,965|

| NORTHERN TRUST|Other Service Provider|$65,400|—|$65,400|

| EMPLOYEE 5175|Recordkeeper|$62,573|—|$62,573|

| EMPLOYEE 4339|Recordkeeper|$61,740|—|$61,740|

| EMPLOYEE 4272|Recordkeeper|$60,409|—|$60,409|

| MEKETA INVESTMENT GROUP, INC.|Other Service Provider|$60,000|—|$60,000|

| EMPLOYEE 3941|Recordkeeper|$56,918|—|$56,918|

| EMPLOYEE 4313|Recordkeeper|$56,270|—|$56,270|

| EMPLOYEE 9830|Recordkeeper|$55,981|—|$55,981|

| EMPLOYEE 4370|Recordkeeper|$55,957|—|$55,957|

| EMPLOYEE 3665|Recordkeeper|$55,475|—|$55,475|

| EMPLOYEE 3886|Recordkeeper|$55,107|—|$55,107|

| BG CONSULTING|Other Service Provider|$53,750|—|$53,750|

| EMPLOYEE 7922|Recordkeeper|$53,219|—|$53,219|

| EMPLOYEE 8355|Recordkeeper|$52,959|—|$52,959|

| AT&T|Other Service Provider|$52,753|—|$52,753|

| IRON MOUNTAIN (CA)|Other Service Provider|$52,593|—|$52,593|

| EMPLOYEE 0381|Recordkeeper|$51,780|—|$51,780|

| EMPLOYEE 4316|Recordkeeper|$51,402|—|$51,402|

| EMPLOYEE 4238|Recordkeeper|$50,642|—|$50,642|

| THE HOUSE OF PRINTING, INC|Other Service Provider|$50,615|—|$50,615|

| EMPLOYEE 7542|Recordkeeper|$50,390|—|$50,390|

| EMPLOYEE 1021|Recordkeeper|$49,192|—|$49,192|

| EMPLOYEE 8606|Recordkeeper|$49,044|—|$49,044|

| EMPLOYEE 1149|Recordkeeper|$48,718|—|$48,718|

| EMPLOYEE 1863|Recordkeeper|$46,641|—|$46,641|

| EMPLOYEE 7686|Recordkeeper|$46,415|—|$46,415|

| EMPLOYEE 4820|Recordkeeper|$45,469|—|$45,469|

| EMPLOYEE 4336|Recordkeeper|$44,362|—|$44,362|

| EMPLOYEE 2763|Recordkeeper|$42,905|—|$42,905|

| EMPLOYEE 2166|Recordkeeper|$40,386|—|$40,386|

| EMPLOYEE 9818|Recordkeeper|$39,965|—|$39,965|

| ACCOUNTING PRINCIPALS|Other Service Provider|$38,973|—|$38,973|

| EMPLOYEE 4312|Recordkeeper|$37,543|—|$37,543|

| EMPLOYEE 4277|Recordkeeper|$36,715|—|$36,715|

| EMPLOYEE 4566|Recordkeeper|$36,059|—|$36,059|

| TENTEK INC|Other Service Provider|$35,533|—|$35,533|

| EMPLOYEE 4168|Recordkeeper|$32,944|—|$32,944|

| SOFTWARE MGMT CONSULTANTS|Other Service Provider|$32,619|—|$32,619|

| EMPLOYEE 1526|Recordkeeper|$32,604|—|$32,604|

| EMPLOYEE 4355|Recordkeeper|$31,960|—|$31,960|

| EMPLOYEE 4337|Recordkeeper|$31,304|—|$31,304|

| EMPLOYEE 4369|Recordkeeper|$30,627|—|$30,627|

| EMPLOYEE 4374|Recordkeeper|$30,441|—|$30,441|

| EMPLOYEE 7085|Recordkeeper|$30,439|—|$30,439|

| EMPLOYEE 6105|Recordkeeper|$30,414|—|$30,414|

| WINCOURSE TECHNOLOGIES LLC|Other Service Provider|$30,026|—|$30,026|

| EMPLOYEE 0882|Recordkeeper|$29,956|—|$29,956|

| MOTION PICTURE & TV FUND|Other Service Provider|$28,000|—|$28,000|

| EMPLOYEE 0086|Recordkeeper|$27,532|—|$27,532|

| EMPLOYEE 4343|Recordkeeper|$27,495|—|$27,495|

| EMPLOYEE 1963|Recordkeeper|$27,074|—|$27,074|

| EMPLOYEE 7704|Recordkeeper|$26,840|—|$26,840|

| NFP RETIREMENT, INC.|Investment Advisor|$25,994|—|$25,994|

| EMPLOYEE 9536|Recordkeeper|$25,770|—|$25,770|

| EMPLOYEE 2852|Recordkeeper|$25,552|—|$25,552|

| EMPLOYEE 5638|Recordkeeper|$25,020|—|$25,020|

| EMPLOYEE 8364|Recordkeeper|$24,616|—|$24,616|

| CHUBB|Insurance Carrier|$23,691|—|$23,691|

| DELL MARKETING LP|Other Service Provider|$23,114|—|$23,114|

| OKTA INC|Other Service Provider|$22,915|—|$22,915|

| EMPLOYEE 4107|Recordkeeper|$20,095|—|$20,095|

| DILIGENT CORPORATION|Other Service Provider|$19,834|—|$19,834|

| EMPLOYEE 7101|Recordkeeper|$19,096|—|$19,096|

| EMPLOYEE 1263|Recordkeeper|$17,587|—|$17,587|

| EMPLOYEE 4255|Recordkeeper|$16,693|—|$16,693|

| THOUGHTSPOT, INC|Other Service Provider|$15,015|—|$15,015|

| 1099 PRO|Other Service Provider|$14,685|—|$14,685|

| EMPLOYEE 8494|Recordkeeper|$14,582|—|$14,582|

| EMPLOYEE 4298|Recordkeeper|$14,431|—|$14,431|

| STATE STREET|Other Service Provider|$11,848|—|$11,848|

| MOTION PICTURE IND PENSION & HEALTH|Other Service Provider|$11,509|—|$11,509|

| FRAGOMEN DEL RAY BERNSEN & LOWRY LL|Other Service Provider|$10,471|—|$10,471|

| FIRST NATIONAL BANK OF OMAHA (8090)|Other Service Provider|$9,292|—|$9,292|

| FIRST NATIONAL BANK OF OMAHA (7142)|Other Service Provider|$8,643|—|$8,643|

| FIRST NATIONAL BANK OF OMAHA (3886)|Other Service Provider|$8,004|—|$8,004|

| MELISSA SALMONS|Custodian / Trustee|$7,888|—|$7,888|

| ZIXCORP SYSTEMS INC|Other Service Provider|$7,549|—|$7,549|

| ZOOM VIDEO COMMUNICATIONS INC|Other Service Provider|$6,192|—|$6,192|

| EMPLOYEE 6904|Recordkeeper|$5,427|—|$5,427|

| FORTRA LLC|Other Service Provider|$5,259|—|$5,259|

### Verified Provider Profiles

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

- [EMPLOYEE 1008](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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

- [SEGAL CONSULTING](https://planprovider.pro/provider/milliman) — Recordkeeper

- [EMPLOYEE 1013](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 0237](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4359](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7415](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1017](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5351](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4935](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1495](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1011](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4305](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1341](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5688](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 393](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3830](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 6743](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5147](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4362](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2807](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1045](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2669](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 514](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4270](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2700](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1842](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8265](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 9823](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3428](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 6682](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 6859](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4230](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5221](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4244](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3336](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2388](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4202](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1014](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4215](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4162](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4226](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 9234](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8237](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 9947](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 9032](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5175](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4339](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4272](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3941](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4313](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 9830](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4370](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3665](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3886](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7922](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8355](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 0381](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4316](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4238](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7542](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1021](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8606](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1149](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1863](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7686](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4820](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4336](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2763](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2166](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 9818](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4312](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4277](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4566](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4168](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1526](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4355](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4337](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4369](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4374](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7085](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 6105](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 0882](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 0086](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4343](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1963](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7704](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [NFP RETIREMENT, INC.](https://planprovider.pro/provider/accelerate-retirement) — Investment Advisor

- [EMPLOYEE 9536](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2852](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5638](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8364](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [CHUBB](https://planprovider.pro/provider/chubb) — Insurance Carrier

- [EMPLOYEE 4107](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7101](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1263](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4255](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8494](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4298](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [MELISSA SALMONS](https://planprovider.pro/provider/employee-fiduciary) — Custodian / Trustee

- [EMPLOYEE 6904](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,854,678

- **Estimated Expense Ratio:** 10.670% 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|$15,938,805|$123,584|—|$278,101|—|

| 2023|$15,718,608|$155,273|—|$313,157|—|

| 2022|$15,375,005|$148,066|—|—|$1,889,001|

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