# Board Of Trustees Toledo Electrical Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-toledo-electrical-welfare-fund-344441661-501

> Board Of Trustees Toledo Electrical Welfare Fund's Health & Welfare plan: 1,805 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Toledo Electrical Welfare Fund

- **Sponsor EIN:** 344441661

- **Sponsor Address:** 727 LIME CITY ROAD, ROSSFORD, OH, 43460

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,805

- **Total Assets:** $107.5M

## 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|1,805|$107.5M|$50.9M|$2.2M|

| 2023|1,784|$95.1M|$45.5M|$2.2M|

| 2022|1,718|$85.6M|$46.7M|$2.0M|

## 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|

| EXPRESS SCRIPTS|Other Service Provider|$536,588|—|$536,588|

| WELLRITHMS|Other Service Provider|$411,536|—|$411,536|

| INCLUDED HEALTH INC|Other Service Provider|$318,551|—|$318,551|

| AMERICAN HEALTH HOLDING|Other Service Provider|$296,595|—|$296,595|

| FRONTPATH HEALTH COALITION|Other Service Provider|$190,478|—|$190,478|

| RENALOGIC|Other Service Provider|$164,050|—|$164,050|

| BRIDEGWAY BENEFIT TECH|Other Service Provider|$115,928|—|$115,928|

| UNITED ACTUARIAL SERVICES|Actuary|$107,000|—|$107,000|

| SHUMAKER, LOOP & KENDRICK, LLP|ERISA Attorney|$89,961|—|$89,961|

| DELTA DENTAL OF OHIO|Recordkeeper|$84,805|—|$84,805|

| COMPUTOL INC|Other Service Provider|$75,718|—|$75,718|

| CHANGE HEALTHCARE|Other Service Provider|$61,166|$7,346|$68,512|

| MSPC CPAS & ADVISORS, P.C.|Auditor|$49,517|—|$49,517|

| TRILOGY CONSULTING GROUP INC|Auditor|$37,000|—|$37,000|

| FIFTH THIRD BANK|Custodian / Trustee|$34,616|—|$34,616|

| PRISM HEALTHCARE RESOURCES INC|Other Service Provider|$30,000|—|$30,000|

| ARMSRXLLC|Other Service Provider|$23,348|—|$23,348|

| GALLAGHER FIDUCIARY ADVISORS, LLC|Investment Advisor|$20,571|—|$20,571|

| EYE MED|Other Service Provider|$18,023|—|$18,023|

| MEDICAL REVIEW INSTITUTE OF AMERICA|Other Service Provider|$7,191|—|$7,191|

### Verified Provider Profiles

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

- [MSPC CPAS & ADVISORS, P.C.](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,679,988

- **Estimated Expense Ratio:** 2.492% 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|$1,703,950|$55,188|—|$54,445|—|

| 2023|$1,490,377|$47,913|—|$58,298|—|

| 2022|$1,432,177|$44,420|—|—|$109,314|

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