# Board Of Trustees Electrical Workers' Joint Board Of Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-electrical-workers-joint-board-of-381415532-501

> Board Of Trustees Electrical Workers' Joint Board Of's Health & Welfare plan: 742 participants, plan year 2025 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Electrical Workers' Joint Board Of

- **Sponsor EIN:** 381415532

- **Sponsor Address:** P O BOX 71337, MADISON HEIGHTS, MI, 48071

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 742

- **Total Assets:** $1.6M

## 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|742|$1.6M|$0|$0|

| 2024|827|$1.5M|$0|$5.1M|

| 2023|848|$1.6M|$0|$5.3M|

| 2022|921|$1.5M|$0|$5.4M|

## 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|

| MCCLAIN SMITH & WENZ PC|Auditor|$18,262|—|$18,262|

| WATKINS, PAWLICK CALATI & PRIFTI PC|Other Service Provider|$13,587|—|$13,587|

| SOLXSYS|Other Service Provider|$8,153|—|$8,153|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,002

- **Estimated Expense Ratio:** 2.542% 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|

| 2025|$4,815,252|—|—|$18,262|—|

| 2024|$131,105|—|—|$15,282|—|

| 2023|$105,990|—|—|$13,512|—|

| 2022|$108,276|—|—|—|$21,603|

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