Plan Snapshot
- Plan Sponsor: Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund
- Sponsor EIN: 356042362
- Sponsor Address: 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $205.0M | $18.7M |
| 2023 | 12,826 | $345.6M | $185.7M | $19.4M |
| 2022 | 11,403 | $305.2M | $161.4M | $19.6M |
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 |
|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS | Other Service Provider | $4,171,568 | — | $4,171,568 |
| EXPRESS SCRIPTS | Other Service Provider | $2,688,430 | — | $2,688,430 |
| BENESYS, INC. | Other Service Provider | $1,889,675 | — | $1,889,675 |
| DELTA DENTAL | Other Service Provider | $532,495 | — | $532,495 |
| JOHNSON & KROL | Other Service Provider | $219,147 | — | $219,147 |
| EVOLUTION WEX HEALTH, INC | ERISA Attorney | $153,855 | $59,475 | $213,330 |
| LEVEL CARE | Other Service Provider | $198,859 | — | $198,859 |
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $187,635 | — | $187,635 |
| PNC INSTITUTIONAL SERVICES | Other Service Provider | $185,960 | — | $185,960 |
| L. M. HENDERSON & CO, LLP | Other Service Provider | $167,259 | — | $167,259 |
| SMART SOURCE LLC | Other Service Provider | $154,564 | — | $154,564 |
| VISION SERVICE PLAN | Other Service Provider | $141,203 | — | $141,203 |
| EZ MAILING, LLC | Other Service Provider | $137,814 | — | $137,814 |
| RREEF AMERICA L.L.C. | Other Service Provider | $128,444 | — | $128,444 |
| IFM GLOBAL INFRASTRUCTURE | Other Service Provider | $111,348 | — | $111,348 |
| AMERICAN GRAPHIC | Other Service Provider | $110,497 | — | $110,497 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $109,646 | — | $109,646 |
| ASHER KELLY LAW | Other Service Provider | $101,213 | — | $101,213 |
| MARQUETTE ASSOCIATES | Other Service Provider | $70,000 | — | $70,000 |
| PARAMETRICS DEFENSE EQUITY FUND | Other Service Provider | $48,412 | — | $48,412 |
| PART D ADVISORS INC | Other Service Provider | $46,536 | — | $46,536 |
| THE WAGNER LAW GROUP | ERISA Attorney | $11,002 | — | $11,002 |
| REINHART BOERNER VAN DEUREN | Other Service Provider | $10,312 | — | $10,312 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVOLUTION WEX HEALTH, INC — ERISA Attorney
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,635,349
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 | $12,065,178 | $728,877 | $9,771,726 | $167,259 | — |
| 2023 | $12,342,160 | $817,801 | $10,347,981 | $165,369 | — |
| 2022 | $12,241,430 | $589,751 | $10,512,764 | — | $514,212 |