# Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-in-ky-oh-rgnl-council-of-carpenters-welfare-fund-356042362-501

> Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/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|

## Similar Plans

- [Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi](https://planprovider.pro/companies/joint-board-of-trustees-of-construction-industry-of-rockford-plan) — 10,825 participants

- [Amrize North America INC.](https://planprovider.pro/companies/holcim-participations-us-inc-401k-plan-302) — 9,028 participants

- [Abatement Workers National Defined Contribution Pension Plan](https://planprovider.pro/companies/abatement-workers-national-defined-contribution-pension-plan-383048188-003) — 2,621 participants

- [The Oscar W. Larson Company](https://planprovider.pro/companies/oscar-w-larson-company-401k-plan) — 2,445 participants

- [Millwrights' Local 1102 Supplemental Pension Fund](https://planprovider.pro/companies/millwrights-local-1102-supplemental-pension-fund-plan) — 2,329 participants

- [Millwrights Local No. 1102 Vacation Fund](https://planprovider.pro/companies/millwrights-local-no-1102-vacation-fund-382707168-501) — 2,284 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-in-ky-oh-rgnl-council-of-carpenters-welfare-fund-356042362-501)

© 2026 PlanProvider.Pro