# Joint Board Of Trustees Bac Local 2 Holiday Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-bac-local-2-holiday-fund-382105545-501

> Joint Board Of Trustees Bac Local 2 Holiday Fund's Health & Welfare plan: 1,901 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Bac Local 2 Holiday Fund

- **Sponsor EIN:** 382105545

- **Sponsor Address:** P.O. BOX 4506, TROY, MI, 480994506

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,901

- **Total Assets:** $2.5M

## 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|1,901|$2.5M|$3.7M|$0|

| 2023|1,654|$2.3M|$3.5M|$0|

| 2022|1,597|$1.7M|$3.4M|$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|

| BULTYNCK & CO., PLLC|Other Service Provider|$13,115|—|$13,115|

| BENESYS, INC.|Other Service Provider|$10,094|—|$10,094|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,209

- **Estimated Expense Ratio:** 0.924% 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|$65,042|$1,675|$8,400|$13,115|—|

| 2023|$42,407|$1,424|$8,400|$6,275|—|

| 2022|$59,291|$1,381|$8,400|—|$13,769|

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