# Board Of Trustees Lima Area Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-lima-area-health-and-welfare-fund-346555849-501

> Board Of Trustees Lima Area Health And Welfare Fund's Health & Welfare plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Lima Area Health And Welfare Fund

- **Sponsor EIN:** 346555849

- **Sponsor Address:** P.O. BOX 1298, MAUMEE, OH, 43537

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 378

- **Total Assets:** $15.3M

## 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|378|$15.3M|$9.3M|$249,217|

| 2023|337|$15.4M|$7.3M|$284,553|

| 2022|331|$17.2M|$6.4M|$355,096|

## 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|

| ANTHEM|Other Service Provider|$251,871|—|$251,871|

| NORTHWESTERN OHIO ADMINISTRATORS|Other Service Provider|$210,192|—|$210,192|

| SHUMAKER, LOOP & KENDRICK|Other Service Provider|$60,180|—|$60,180|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$22,200|—|$22,200|

| SEGAL MARCO ADVISORS|Other Service Provider|$15,281|—|$15,281|

| DELTA DENTAL|Other Service Provider|$15,080|—|$15,080|

| K. ROSE ASSOCIATES|Other Service Provider|$11,355|—|$11,355|

| BRIDGEWAY BENEFIT TECH|Other Service Provider|$11,091|—|$11,091|

| HIGHLAND & ASSOCIATES|Other Service Provider|$6,392|—|$6,392|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $603,642

- **Estimated Expense Ratio:** 3.937% 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|$725,424|$1,563|$545,756|$23,033|—|

| 2023|$702,673|$1,250|$489,943|$26,767|—|

| 2022|$571,331|$1,250|$436,897|—|$100,486|

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