# Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-mcasf-local-725-health-and-welfare-trust-fund-596150964-501

> Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund's Health & Welfare plan: 966 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund

- **Sponsor EIN:** 596150964

- **Sponsor Address:** 15800 PINES BOULEVARD, PEMBROKE PINES, FL, 33027

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 966

- **Total Assets:** $26.3M

## 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|966|$26.3M|$16.7M|$80,737|

| 2023|940|$24.5M|$15.3M|$97,503|

| 2022|884|$22.2M|$13.5M|$123,847|

## 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|

| BLUE CROSS BLUE SHIELD OF FLORIDA|Other Service Provider|$598,752|—|$598,752|

| MCASF LOCAL 725 SERVICE CORPORATION|Other Service Provider|$290,126|—|$290,126|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$154,367|—|$154,367|

| HESSIAN & MCKASY, PA|Other Service Provider|$77,624|—|$77,624|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$69,687|—|$69,687|

| PLANTE & MORAN, PLLC|Other Service Provider|$59,498|—|$59,498|

| KARPUS MANAGEMENT, INC.|Other Service Provider|$48,332|—|$48,332|

| CHARTWELL INVESTMENT PARTNERS, LLC|Other Service Provider|$26,936|—|$26,936|

| ULLIANCE, INC.|Other Service Provider|$22,154|—|$22,154|

| NEPC, LLC|Recordkeeper|$8,810|—|$8,810|

| AMERICAN GRAPHICS PRINTING CO.|Other Service Provider|$7,790|—|$7,790|

| SAWGRASS ASSET MANAGEMENT LLC|Other Service Provider|$7,674|—|$7,674|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$6,074|—|$6,074|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,377,824

- **Estimated Expense Ratio:** 5.246% 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|$1,404,710|$92,168|$956,439|$59,498|—|

| 2023|$1,341,667|$95,749|$867,011|$52,772|—|

| 2022|$1,342,596|$95,989|$918,165|—|$249,970|

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