# Board Of Trustees Of The Mda Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-mda-health-plan-471534933-501

> Board Of Trustees Of The Mda Health Plan's Health & Welfare plan: 1,915 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 Of The Mda Health Plan

- **Sponsor EIN:** 471534933

- **Sponsor Address:** ATTN CRAIG START, OKEMOS, MI, 48864

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,915

- **Total Assets:** $27.6M

## 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|1,915|$27.6M|$9.6M|$11.2M|

| 2023|1,826|$26.7M|$9.1M|$11.5M|

## 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|

| PRIORITY HEALTH INSURANCE COMPANY|Other Service Provider|$2,847,115|—|$2,847,115|

| MDA INSURANCE & FINANCIAL GROUP INC|Other Service Provider|$2,428,601|—|$2,428,601|

| COTTINGHAM & BUTLER INSURANCE SVC|Other Service Provider|$135,000|—|$135,000|

| PARTNERS IN PERFORMANCE|Other Service Provider|$122,755|—|$122,755|

| COMERICA SECURITIES|Other Service Provider|$70,154|—|$70,154|

| THE WAGNER LAW GROUP|ERISA Attorney|$44,304|—|$44,304|

| HCP NATIONAL INSURANCE SERVICE|Other Service Provider|$39,944|—|$39,944|

| CC LAW & POLICY|Other Service Provider|$36,772|—|$36,772|

| THE TERRY GROUP|Other Service Provider|$28,808|—|$28,808|

| COMMERCIAL BLUEPRINT INC|Other Service Provider|$24,765|—|$24,765|

| HARRIS CPAS|Auditor|$24,000|—|$24,000|

| CIGNA|Other Service Provider|$23,724|—|$23,724|

| MANER COSTERISAN|Auditor|$22,339|—|$22,339|

| GRA BENEFITS GROUP|Other Service Provider|$21,625|—|$21,625|

| QUADIENT LEASING USA|Other Service Provider|$18,562|—|$18,562|

| EMPLOYEE NAVIGATOR|Other Service Provider|$10,700|—|$10,700|

| PNC BANK|Other Service Provider|$10,178|—|$10,178|

| THIRD HORIZON STRATEGIES|Other Service Provider|$8,975|—|$8,975|

| JACKSON LEWS PC|Other Service Provider|$8,008|—|$8,008|

### Verified Provider Profiles

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

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [HARRIS CPAS](https://planprovider.pro/provider/harris-cpas) — Auditor

- [MANER COSTERISAN](https://planprovider.pro/provider/maner-costerisan-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,926,329

- **Estimated Expense Ratio:** 21.504% 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|$3,616,827|$70,154|$1,429,179|—|—|

| 2023|$3,662,947|$49,722|$1,418,686|—|—|

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