# Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-382094732-501

> Joint Board Of Trustees's Health & Welfare plan: 0 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:** 382094732

- **Sponsor Address:** 345 DIVERSION ROAD, SUITE 400, ROCHESTER, MI, 48307

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $155,989

## 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|0|$155,989|$292,359|$192,390|

| 2023|0|$226,939|$316,137|$201,760|

| 2022|0|$286,094|$381,052|$168,910|

## 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|

| CBIZ|Recordkeeper|$25,200|—|$25,200|

| CARNEGHI & SCHWARK, P.L.L.C.|Auditor|$9,625|—|$9,625|

| WATKINS, PAWLICK, CALATI & PRIFTI|ERISA Attorney|$8,954|—|$8,954|

| THE SEGAL COMPANY|Actuary|$8,887|—|$8,887|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,666

- **Estimated Expense Ratio:** 33.763% 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|$56,147|—|$23,430|$9,625|—|

| 2023|$48,060|—|$25,200|$9,775|—|

| 2022|$42,312|—|$25,200|—|$15,904|

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