# Brothers Of Mercy Management Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/brothers-of-mercy-management-company-inc-813966963-505

> Brothers Of Mercy Management Company, INC.'s Health & Welfare plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brothers Of Mercy Management Company, INC.

- **Sponsor EIN:** 813966963

- **Sponsor Address:** 4520 RANSOM ROAD, CLARENCE, NY, 14031

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 161

- **Total Assets:** $286,959

## 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|161|$286,959|$2.2M|$370,180|

| 2023|167|$65,219|$1.5M|$340,510|

| 2022|159|$54,713|$1.3M|$301,309|

## 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|

| AZEROS HEALTH PLANS, LLC|Investment Advisor|$46,222|—|$46,222|

| THE BENECON GROUP, LLC|Investment Advisor|$33,801|—|$33,801|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$15,248|—|$15,248|

| CONNECTCARE3|Other Service Provider|$11,720|—|$11,720|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,991

- **Estimated Expense Ratio:** 37.284% 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|$106,994|—|$106,994|—|—|

| 2023|$101,693|—|$101,693|—|—|

| 2022|$295,151|—|$103,255|—|—|

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