# Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-260655485-501

> Joint Board Of Trustees's Health & Welfare plan: 1,286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees

- **Sponsor EIN:** 260655485

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 48917

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,286

- **Total Assets:** $27.4M

## 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|1,286|$27.4M|$1.1M|$0|

| 2023|1,688|$25.0M|$1.0M|$0|

| 2022|1,532|$22.2M|$1.2M|$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|

| MORGAN STANLEY SMITH BARNEY, LLC|Recordkeeper|$124,717|—|$124,717|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$19,300|—|$19,300|

| TIC INTERNATIONAL CORPORATION|Other Service Provider|$16,610|—|$16,610|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY, LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,627

- **Estimated Expense Ratio:** 0.586% 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|$179,038|$124,717|$10,920|$19,300|—|

| 2023|$210,186|$144,771|$10,675|$18,750|—|

| 2022|$208,292|$146,345|$10,500|—|$27,456|

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