Plan Snapshot
- Plan Sponsor: Building Service Employees Insurance Health And Welfare Fund
- Sponsor EIN: 237044568
- Sponsor Address: 4526 PASEO BOULEVARD, KANSAS CITY, MO, 64110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 105
- Total Assets: $618,251
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 | 105 | $618,251 | $1.3M | $0 |
| 2023 | 122 | $656,356 | $1.5M | $0 |
| 2022 | 125 | $576,880 | $1.6M | $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 |
|---|---|---|---|---|
| DEBORAH RICE | Other Service Provider | $17,600 | — | $17,600 |
| NBPC | Auditor | $17,250 | — | $17,250 |
| THOMPSON HINE | ERISA Attorney | $15,572 | — | $15,572 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMPSON HINE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,422
- Estimated Expense Ratio: 8.156% 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 | $69,411 | — | $17,600 | $17,250 | — |
| 2023 | $44,470 | — | $16,800 | $16,750 | — |
| 2022 | $47,457 | — | — | — | $22,494 |