# Board Of Trustees, Supplemental Unemployment Benefit Fund Of The Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-supplemental-unemployment-benefit-fund-of-the-386080379-502

> Board Of Trustees, Supplemental Unemployment Benefit Fund Of The's Health & Welfare plan: 4,722 participants, plan year 2025 financials, providers, and bench…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Supplemental Unemployment Benefit Fund Of The

- **Sponsor EIN:** 386080379

- **Sponsor Address:** P.O. BOX 71337, MADISON HEIGHTS, MI, 48071

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 4,722

- **Total Assets:** $60.7M

## 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.|

| 2025|4,722|$60.7M|$0|$0|

| 2024|5,084|$57.9M|$736,555|$0|

| 2023|5,809|$57.3M|$826,481|$0|

| 2022|5,474|$55.2M|$788,072|$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|

| BOYD WATERSON ASSET MANAGMENT, LLC|Other Service Provider|$89,008|—|$89,008|

| NEPC, LLC|Other Service Provider|$81,345|—|$81,345|

| CHERYL THOMAS|Other Service Provider|$69,667|—|$69,667|

| E CRAIG YOUNG|Other Service Provider|$41,809|—|$41,809|

| COMERICA BANK|Other Service Provider|$33,898|—|$33,898|

| MCCLAIN SMITH & WENZ PC|Auditor|$32,033|—|$32,033|

| WATKINS PAWLICK CALATI & PRIFTI, PC|Other Service Provider|$18,142|—|$18,142|

| SOLXSYS|Other Service Provider|$14,577|—|$14,577|

| ULLICO|Other Service Provider|$8,124|—|$8,124|

| AUXIOM|Other Service Provider|$7,561|—|$7,561|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $396,164

- **Estimated Expense Ratio:** 0.653% 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|

| 2025|$1,844,912|$170,353|—|$32,033|—|

| 2024|$657,849|$165,632|—|$29,046|—|

| 2023|$577,302|$172,952|—|$21,241|—|

| 2022|$582,613|$165,937|—|—|$40,596|

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