# Board Of Trustees Of The Painters Union Insurance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-painters-union-insurance-fund-381428364-501

> Board Of Trustees Of The Painters Union Insurance Fund's Health & Welfare plan: 739 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Painters Union Insurance Fund

- **Sponsor EIN:** 381428364

- **Sponsor Address:** 26877 NORTHWESTERN HWY, SOUTHFIELD, MI, 48033

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 739

- **Total Assets:** $23.7M

## 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|739|$23.7M|$12.9M|$1.0M|

| 2023|794|$21.4M|$12.0M|$1.1M|

| 2022|798|$19.2M|$0|$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|

| DAVID DUFFY CPA PLLC|Other Service Provider|$232,183|—|$232,183|

| GRAYSTONE CONSULTING (MSSB)|Other Service Provider|$143,939|—|$143,939|

| FINKEL WHITEFIELD FELDMAN|Other Service Provider|$99,543|—|$99,543|

| GREGORY KAZMIERSKI|Other Service Provider|$71,746|—|$71,746|

| MICHELLE M ZACNY|Other Service Provider|$50,834|—|$50,834|

| ELINA R. HARRIS|Other Service Provider|$42,970|—|$42,970|

| PAMELA J. FARNSWORTH|Other Service Provider|$31,919|—|$31,919|

| KYLE W. HARVEY|Other Service Provider|$31,675|—|$31,675|

| KELLY MEEKER|Other Service Provider|$31,564|—|$31,564|

| STEFANIE A. BREWER|Other Service Provider|$31,479|—|$31,479|

| SEGAL SELECT INSURANCE SERVICES, IN|Other Service Provider|$28,465|—|$28,465|

| BUCK CONSULTANTS|Other Service Provider|$19,855|—|$19,855|

| AMERICAN HEALTH HOLDING, INC.|Other Service Provider|$11,231|—|$11,231|

| JP MORGAN|Other Service Provider|$5,601|—|$5,601|

| PRINTED BUSINESS PRODUCTS LLC|Other Service Provider|$5,464|—|$5,464|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $838,468

- **Estimated Expense Ratio:** 3.533% 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|$1,174,325|$135,479|—|$232,183|—|

| 2023|$1,039,159|$42,376|—|$109,428|—|

| 2022|$10,854,787|$83,454|—|$76,739|—|

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