Original filing (PDF)20250701085026NAL0006923427001

BENEFIT PROVIDERS, LLC

Name: BENEFIT PROVIDERS, LLC — BENEFIT PROVIDERS, LLC MULTIPLE EMPLOYER RETIREMENT PLAN MASTER PLAN, Form 5500 (2024)
Creator: BENEFIT PROVIDERS, LLC

Form 5500

FILING_RECEIVED

BENEFIT PROVIDERS, LLC MULTIPLE EMPLOYER RETIREMENT PLAN MASTER PLAN

401(k) retirement plan

Signals · 2

No auditor on file37% in single holding

Active participants

528

Accounts w/ balance

191

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Knocking points off

No independent qualified public accountant (IQPA) named.
Top holding "John Hancock JHF II Multimanager Balanced Lifestyle Portfolio Mutual Fund" is 37% of plan.
Only 36% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEFIT PROVIDERS, LLC.

Plan sponsor

Name

BENEFIT PROVIDERS, LLC

EIN

52-2010356

Address

205 S WHITING STREET · SUITE 311 · ALEXANDRIA, VA · 22304

Phone

(703) 370-2226

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	BUFFALO, NY	RECORDKEEPER	$0	—

Investments

49 direct securities · 1 pooled fund· $14.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$7.4M

1 holding

Uncategorized

$7.1M

49 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
JOHN HANCOCK LIFE INSURANCE COMPANY BENEFIT PROVIDERS, LLC · EIN 01-0233346 / PN 333	Pooled Separate Account	—	—	$7.4M	99.9%
John Hancock JHF II Multimanager Balanced Lifestyle Portfolio Mutual Fund	—	—	—	$2.6M	35.4%
John Hancock JHVIT- Money Market Trust Mutual Fund	—	—	—	$782K	10.6%
John Hancock JHVIT - 500 Index Trust Mutual Fund	—	—	—	$307K	4.2%
John Hancock JHF II Multimanager Growth Lifestyle Portfolio Mutual Fund	—	—	—	$278K	3.8%
Jennison John Hancock Funds II - Capital Appreciation Fund Mutual Fund	—	—	—	$205K	2.8%
John Hancock JHF II Multimanager Aggressive Lifestyle Portfolio Mutual Fund	—	—	—	$195K	2.7%
John Hancock JHVIT - Financial Industries Trust Mutual Fund 927 Fidelity Contrafund Mutual Fund	—	—	—	$189K	2.6%
T. Rowe Price John Hancock Funds II - Blue Chip Growth Fund Mutual Fund	—	—	—	$184K	2.5%
American Funds American Funds EuroPacific Growth Fund Mutual Fund	—	—	—	$160K	2.2%
John Hancock JHVIT - Fundamental All Cap Core Trust Mutual Fund	—	—	—	$138K	1.9%
Vanguard Energy Fund Mutual Fund	—	—	—	$121K	1.6%
T. Rowe Price T. Rowe Price Science & Technology Fund Mutual Fund	—	—	—	$120K	1.6%
J.P. Morgan JPMorgan U.S. Equity Mutual Fund	—	—	—	$119K	1.6%
MFS Utilities Fund Mutual Fund	—	—	—	$111K	1.5%
American Century American Century Heritage Fund Mutual Fund	—	—	—	$110K	1.5%
John Hancock JHVIT - Mid Cap Index Trust Mutual Fund	—	—	—	$101K	1.4%
T. Rowe Price JHVIT - Science & Technology Trust Mutual Fund	—	—	—	$96K	1.3%
J.P. Morgan JPMorgan Mid Cap Value Fund Mutual Fund	—	—	—	$89K	1.2%
Vanguard Short-Term Federal Fund Mutual Fund	—	—	—	$87K	1.2%
John Hancock JHVIT - Total Stock Market Index Trust Mutual Fund	—	—	—	$86K	1.2%
T. Rowe Price T. Rowe Price Small-Cap Value Fund Mutual Fund	—	—	—	$80K	1.1%
John Hancock JHVIT - Fundamental Large Cap Value Trust Mutual Fund	—	—	—	$77K	1.0%
John Hancock JHF II Multimanager Moderate Lifestyle Portfolio Mutual Fund	—	—	—	$76K	1.0%
T. Rowe Price T. Rowe Price Health Sciences Fund Mutual Fund	—	—	—	$68K	0.9%
Invesco Global Fund Mutual Fund	—	—	—	$66K	0.9%
Invesco Small Cap Growth Fund Mutual Fund	—	—	—	$59K	0.8%
Royce Small-Cap Opportunity Fund Mutual Fund	—	—	—	$55K	0.8%
Wellington JHVIT - Small Cap Value Trust Mutual Fund	—	—	—	$51K	0.7%
Wellington John Hancock Funds II -Real Estate Securities Fund Mutual Fund	—	—	—	$45K	0.6%
WAMCO John Hancock Funds II - High Yield Fund Mutual Fund	—	—	—	$41K	0.6%
John Hancock JHF II Multimanager Conservative Lifestyle Port Mutual Fund	—	—	—	$39K	0.5%
Invesco Developing Markets Fund Mutual Fund	—	—	—	$38K	0.5%
Robeco JHF III - John Hancock Disciplined Value Fund Mutual Fund	—	—	—	$38K	0.5%
John Hancock JHVIT - Small Cap Index Trust Mutual Fund	—	—	—	$37K	0.5%
SSgA JHVIT - International Equity Index Trust Mutual Fund	—	—	—	$37K	0.5%
Franklin Templeton World Mutual Fund	—	—	—	$35K	0.5%
American Funds American Funds The Investment Company of America Mutual Fund	—	—	—	$33K	0.5%
American Funds American Funds The Growth Fund of America Mutual Fund	—	—	—	$26K	0.4%
T. Rowe Price T. Rowe Price Spectrum Income Fund Mutual Fund	—	—	—	$20K	0.3%
Robeco JHF III JH Disciplined Value Intl Fund Mutual Fund	—	—	—	$17K	0.2%
Vanguard Small Cap Growth Index Fund Mutual Fund	—	—	—	$14K	0.2%
Franklin Templeton Franklin Small-Mid Cap Growth Mutual Fund	—	—	—	$10K	0.1%
American Funds American Funds American Balanced Fund Mutual Fund	—	—	—	$8K	0.1%
PIMCO Real Return Fund Mutual Fund	—	—	—	$6K	<0.1%
Legg Mason Clearbridge Aggressive Growth Mutual Fund	—	—	—	$3K	<0.1%
Franklin Templeton Franklin Mutual Global Discovery Fund Mutual Fund	—	—	—	$3K	<0.1%
T. Rowe Price T. Rowe Price Equity-Income Fund Mutual Fund	—	—	—	$3K	<0.1%
DFA US Small Cap Fund Mutual Fund	—	—	—	$2K	<0.1%
John Hancock 10-Year Guaranteed Interest Account Mutual Fund 348 John Hancock 5-Year Guaranteed Interest Account Mutual Fund	—	—	—	$1K	<0.1%