# Escanaba Paper Company Union Retirement Insurance Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/escanaba-paper-company-union-retirement-insurance-trust-fund-382821140-501

> Escanaba Paper Company Union Retirement Insurance Trust Fund's Health & Welfare plan: 479 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Escanaba Paper Company Union Retirement Insurance Trust Fund

- **Sponsor EIN:** 382821140

- **Sponsor Address:** 401 LUDINGTON STREET, ESCANABA, MI, 49829

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 479

- **Total Assets:** $5.4M

## 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|479|$5.4M|$0|$21,686|

| 2023|519|$5.3M|$0|$32,586|

| 2022|540|$5.1M|$0|$37,498|

## 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|

| WELLS FARGO ADVISORS|Custodian / Trustee|$60,850|—|$60,850|

| ACCUSERVE|Other Service Provider|$16,568|—|$16,568|

| SCHNEIDER, LARCHE, HAAPALA, & CO.|Auditor|$6,200|—|$6,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,618

- **Estimated Expense Ratio:** 1.539% 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|$89,070|$60,850|$16,568|$6,200|—|

| 2023|$84,300|$56,189|$16,744|$6,100|—|

| 2022|$87,604|$61,313|—|—|$7,400|

## Similar Plans

- [Trustees Of Michigan Conference Of Teamsters Welfare Fund](https://planprovider.pro/companies/trustees-of-michigan-conference-of-teamsters-welfare-fund-381328578-501) — 16,791 participants

- [Builders Exchange Of Lansing And Central Michigan Assoc Health](https://planprovider.pro/companies/builders-exchange-of-lansing-and-central-michigan-assoc-health-381224452-501) — 4,984 participants

- [Pipefitters Local 636 Supplemental Unemployment Benefit Fund](https://planprovider.pro/companies/pipefitters-local-636-supplemental-unemployment-benefit-fund-386100678-501) — 1,742 participants

- [Joint Board Of Trustees](https://planprovider.pro/companies/joint-board-of-trustees-260655485-501) — 1,286 participants

- [Joint Board Of Trustees Roofers Local Union 30](https://planprovider.pro/companies/joint-board-of-trustees-roofers-local-union-30-plan) — 787 participants

- [Mission Based Health Benefits, INC](https://planprovider.pro/companies/mission-based-health-benefits-inc-882122382-501) — 577 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/escanaba-paper-company-union-retirement-insurance-trust-fund-382821140-501)

© 2026 PlanProvider.Pro