# Joint Board Of Trustees Of Bac Local 23 North Shore Chapter Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-bac-local-23-north-shore-chapter-621523674-501

> Joint Board Of Trustees Of Bac Local 23 North Shore Chapter's Health & Welfare plan: 556 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Bac Local 23 North Shore Chapter

- **Sponsor EIN:** 621523674

- **Sponsor Address:** 9525 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 556

- **Total Assets:** $16.4M

## 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|556|$16.4M|$8.3M|$120,995|

| 2023|535|$14.1M|$7.4M|$97,630|

| 2022|551|$12.8M|$7.5M|$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|

| MEDICAL MUTUAL OF OHIO|Other Service Provider|$250,529|—|$250,529|

| THE JAMES B OSWALD COMPANY|Other Service Provider|$81,955|—|$81,955|

| LAUREL NIELSEN|Other Service Provider|$36,006|—|$36,006|

| FAULKNER, HOFFMAN AND PHILLIPS|Other Service Provider|$33,973|—|$33,973|

| ERICA KAWCZYNSKI|Other Service Provider|$33,172|—|$33,172|

| DGPERRY, PLLC|Auditor|$31,881|—|$31,881|

| DENNIS RAHE|Other Service Provider|$30,674|—|$30,674|

| BENESYS|Other Service Provider|$27,932|—|$27,932|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$14,000|—|$14,000|

| SEGAL MARCO ADVISORS|Other Service Provider|$14,000|—|$14,000|

| BRICKLAYERS ALLIED CRAFTWORKERS|Other Service Provider|$10,100|—|$10,100|

| FIFTH THIRD|Other Service Provider|$7,500|—|$7,500|

| THE UNION LABOR LIFE INSURANCE|Recordkeeper|$5,211|—|$5,211|

### Verified Provider Profiles

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

- [DGPERRY, PLLC](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [THE UNION LABOR LIFE INSURANCE](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $576,933

- **Estimated Expense Ratio:** 3.522% 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|$604,260|$23,486|$250,529|$32,563|—|

| 2023|$553,743|$21,750|$245,261|$32,026|—|

| 2022|$543,365|$21,885|—|—|$138,721|

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