# International Union Of Operating Enginee Local 25 Marine Division Medi Health & Welfare Plan
Source: https://planprovider.pro/companies/international-union-of-operating-enginee-local-25-marine-division-medi-131931288-501

> International Union Of Operating Enginee Local 25 Marine Division Medi's Health & Welfare plan: 915 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Union Of Operating Enginee Local 25 Marine Division Medi

- **Sponsor EIN:** 131931288

- **Sponsor Address:** 461 STATE ROUTE 33, MILLSTONE TOWNSHIP, NJ, 08535

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 915

- **Total Assets:** $63.4M

## 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|915|$63.4M|$19.8M|$150,661|

| 2023|975|$57.1M|$21.0M|$246,038|

| 2022|1,061|$48.0M|$22.2M|$305,472|

## 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|

| UMR|Other Service Provider|$170,595|—|$170,595|

| COHEN, WEISS & SIMON LLP|Other Service Provider|$117,810|—|$117,810|

| HORIZON HEALTHCARE SERVICES|Other Service Provider|$116,147|—|$116,147|

| MEGHAN BRODOWSKI|Other Service Provider|$108,614|—|$108,614|

| KRISTI FENNELL|Other Service Provider|$106,469|—|$106,469|

| MARYANN GUARRACI|Other Service Provider|$53,738|—|$53,738|

| PO CHIU|Other Service Provider|$49,620|—|$49,620|

| DIANE WEBER|Other Service Provider|$48,585|—|$48,585|

| MULTIPLAN, INC.|Other Service Provider|$42,212|—|$42,212|

| WEAVER AND TIDWELL, LLP|Auditor|$41,968|—|$41,968|

| ROBIN LANDINO|Other Service Provider|$41,922|—|$41,922|

| ERIN CANAS|Other Service Provider|$38,582|—|$38,582|

| RAC SYSTEMS CORPORATION|Other Service Provider|$36,705|—|$36,705|

| SYNTONICS|Other Service Provider|$31,373|—|$31,373|

| DELTA DENTAL OF NJ, INC.|Other Service Provider|$28,246|—|$28,246|

| ALLIED TRADES ASSISTANCE PROGRAM|Other Service Provider|$27,910|—|$27,910|

| INVESTMENT CONSULTING SERVICES, LLC|Other Service Provider|$26,750|—|$26,750|

| OSULLIVAN ASSOCIATES|Other Service Provider|$21,375|—|$21,375|

| OPTUM RX|Other Service Provider|$20,316|—|$20,316|

| SEGAL|Other Service Provider|$14,705|—|$14,705|

| WILMINGTON TRUST|Other Service Provider|$7,200|—|$7,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,150,842

- **Estimated Expense Ratio:** 1.814% 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|$1,579,027|$33,950|$405,851|$41,968|—|

| 2023|$1,159,362|$37,550|—|$48,339|—|

| 2022|$1,147,190|$37,550|—|—|$184,499|

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