# Board Of Trustees, Umwa Prefunded Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-umwa-prefunded-benefit-plan-261508254-501

> Board Of Trustees, Umwa Prefunded Benefit Plan's Health & Welfare plan: 447 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, Umwa Prefunded Benefit Plan

- **Sponsor EIN:** 261508254

- **Sponsor Address:** 2121 K STREET, N.W. SUITE 350, WASHINGTON, DC, 200371879

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 447

- **Total Assets:** $145.4M

## 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|447|$145.4M|$0|$0|

| 2023|0|$142.7M|$0|$0|

| 2022|0|$138.2M|$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|

| 1974 PENSION TRUST|Other Service Provider|$393,577|—|$393,577|

| KEYSTONE PEER REVIEW ORGANIZATION|Other Service Provider|$205,372|—|$205,372|

| HEALTH SMART BENEFIT SOLUTIONS|Other Service Provider|$178,171|$22,624|$200,795|

| PIMCO|Other Service Provider|$99,312|—|$99,312|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$78,968|—|$78,968|

| WITHUMSMITH+BROWN|Auditor|$37,988|—|$37,988|

| INCOME RESEARCH + MANAGEMENT|Other Service Provider|$34,385|—|$34,385|

| BLACKROCK INST TRUST CO. FKA BGI|Other Service Provider|$13,025|—|$13,025|

| NORTHERN TRUST|Other Service Provider|$12,761|—|$12,761|

| BLOOMBERG FINANCE, L.P.|Other Service Provider|$12,593|—|$12,593|

| CCRC ACTUARIES, LLC|Other Service Provider|$9,360|—|$9,360|

| ARTHUR DIAMOND, INC|Other Service Provider|$8,492|—|$8,492|

| INTERIM HEALTHCARE OF SE OHIO, INC|Other Service Provider|$7,115|—|$7,115|

| MARSH USA, INC|Investment Advisor|$6,347|—|$6,347|

| JONES, NANCY C.|Other Service Provider|$5,281|—|$5,281|

| MICROSOFT CORPORATION|Other Service Provider|$5,165|—|$5,165|

### Verified Provider Profiles

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

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

- [MARSH USA, INC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,130,536

- **Estimated Expense Ratio:** 0.777% 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|$1,023,772|$244,073|$205,372|$37,988|—|

| 2023|$877,201|$182,884|$302,153|$44,638|—|

| 2022|$426,712|$224,848|$265,034|—|$99,554|

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