# Board Of Trustees, Mfow Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-mfow-welfare-fund-941254186-501

> Board Of Trustees, Mfow Welfare Fund's Health & Welfare plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Mfow Welfare Fund

- **Sponsor EIN:** 941254186

- **Sponsor Address:** 240 SECOND ST, SAN FRANCISCO, CA, 94105

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 289

- **Total Assets:** $14.6M

## 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.|

| 2024|289|$14.6M|$6.1M|$1,940|

| 2023|284|$14.0M|$5.6M|$0|

| 2022|295|$13.8M|$5.4M|$0|

## 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|

| BENESYS ADMINISTRATORS|Other Service Provider|$94,616|—|$94,616|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Other Service Provider|$86,340|—|$86,340|

| EMPLOYEE 01|Recordkeeper|$72,423|—|$72,423|

| EMPLOYEE 02|Recordkeeper|$69,722|—|$69,722|

| RAEL & LETSON|Other Service Provider|$67,250|—|$67,250|

| EMPLOYEE 04|Recordkeeper|$63,910|—|$63,910|

| EMPLOYEE 03|Recordkeeper|$63,498|—|$63,498|

| MARINE FIREMEN'S UNION|Other Service Provider|$58,987|—|$58,987|

| TRUCKER HUSS, APC|ERISA Attorney|$47,857|—|$47,857|

| WITHUMSMITH+BROWN, PC|Auditor|$35,138|—|$35,138|

| US BANK, NA|Recordkeeper|$33,219|—|$33,219|

| LEONARD CARDER, LLP|Other Service Provider|$21,231|—|$21,231|

| DODGE & COX|Other Service Provider|$19,787|—|$19,787|

| HMC HEALTHWORKS, LLC|Other Service Provider|$13,467|—|$13,467|

| ULISESS CATERING SERVICES|Other Service Provider|$10,318|—|$10,318|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [EMPLOYEE 01](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 02](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 04](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 03](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [TRUCKER HUSS, APC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [US BANK, NA](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:** $767,763

- **Estimated Expense Ratio:** 5.242% 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|$791,339|$19,787|$31,380|$35,138|—|

| 2023|$910,242|$63,697|$209,251|$31,436|—|

| 2022|$799,515|$52,876|$32,176|—|$162,233|

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