# Anders Minkler Huber & Helm LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/anders-minkler-huber-helm-llp-430831507-501

> Anders Minkler Huber & Helm LLP's Health & Welfare plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Anders Minkler Huber & Helm LLP

- **Sponsor EIN:** 430831507

- **Sponsor Address:** 800 MARKET STREET, SUITE 500, ST. LOUIS, MO, 63101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 324

- **Total Assets:** $0

## 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.|

| 2025|324|$0|$0|$0|

| 2024|314|$0|$0|$0|

| 2023|301|$0|$0|$0|

| 2022|240|$0|$0|$0|

## 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|

| RX BENEFITS|Other Service Provider|$857,687|$2,137|$859,824|

| UMR INC|Other Service Provider|$184,236|$2,104|$186,340|

| JW TERRILL BENEFIT SERVICES INC|Investment Advisor|$48,576|—|$48,576|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|$16,590|—|$16,590|

### Verified Provider Profiles

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

- [JW TERRILL BENEFIT SERVICES INC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,111,330

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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