# Central Midwest Regional Council Of Carpenters Supplemental Health & Welfare Plan
Source: https://planprovider.pro/companies/central-midwest-regional-council-of-carpenters-supplemental-341237479-501

> Central Midwest Regional Council Of Carpenters Supplemental's Health & Welfare plan: 270 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central Midwest Regional Council Of Carpenters Supplemental

- **Sponsor EIN:** 341237479

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 270

- **Total Assets:** $1.1M

## 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|270|$1.1M|$125,316|$0|

| 2023|258|$986,937|$136,736|$0|

| 2022|337|$880,143|$191,916|$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|

| BENESYS, INC.|Recordkeeper|$34,092|—|$34,092|

| ASHER KELLY ATTORNEYS AT LAW|ERISA Attorney|$11,479|—|$11,479|

| PNC BANK|Custodian / Trustee|$7,225|—|$7,225|

| YURCHYK & DAVIS CPA'S INC.|Auditor|$6,900|—|$6,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,696

- **Estimated Expense Ratio:** 5.501% 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|$66,826|—|$33,899|$6,900|—|

| 2023|$55,058|—|$30,415|$5,500|—|

| 2022|$47,076|$4,698|$31,740|—|$6,782|

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