# Bd Of Trustees Michiana Electrical Workers Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-michiana-electrical-workers-health-welfare-fund-356073323-501

> Bd Of Trustees Michiana Electrical Workers Health & Welfare Fund's Health & Welfare plan: 1,234 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Michiana Electrical Workers Health & Welfare Fund

- **Sponsor EIN:** 356073323

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 489179275

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,234

- **Total Assets:** $40.2M

## 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|1,234|$40.2M|$27.9M|$1.0M|

| 2023|1,103|$34.0M|$22.8M|$958,530|

| 2022|1,051|$28.3M|$19.8M|$985,678|

## 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|

| EVERSIDE HEALTH LLC|Other Service Provider|$1,299,980|—|$1,299,980|

| AETNA|Other Service Provider|$556,408|—|$556,408|

| TIC MIDWEST LLC|Other Service Provider|$147,218|—|$147,218|

| MEYERS GLAROS LLC|Other Service Provider|$100,000|—|$100,000|

| MAY OBERFELL LORBER|Other Service Provider|$91,334|—|$91,334|

| SCREENSAFE, INC|Other Service Provider|$88,378|—|$88,378|

| NEW AVENUES INC|Other Service Provider|$28,764|—|$28,764|

| BENDA, GRACE, STULZ & COMPANY P.C.|Other Service Provider|$22,300|—|$22,300|

| FOSTER & FOSTER|Other Service Provider|$7,500|—|$7,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,341,882

- **Estimated Expense Ratio:** 5.826% 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|$1,111,455|$5,000|$677,742|$22,300|—|

| 2023|$675,663|$5,000|$308,476|$21,650|—|

| 2022|$1,138,683|$24,985|$109,427|—|$105,980|

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