Plan Snapshot
- Plan Sponsor: Graphic Communications Intl Union Local 235 Sickness And Accident
- Sponsor EIN: 436216677
- Sponsor Address: 10221 E US HIGHWAY, INDEPENDENCE, MO, 640556124
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 51
- Total Assets: $771,361
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 | 51 | $771,361 | $0 | $135,219 |
| 2023 | 54 | $811,383 | $22,242 | $143,569 |
| 2022 | 52 | $832,086 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,000 | — | — | — | — |
| 2023 | $48,109 | — | — | — | — |
| 2022 | $298,509 | — | — | $6,021 | — |