# Joint Board Of Trustees Of Mrcc Employee Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-mrcc-employee-benefits-fund-383508105-501

> Joint Board Of Trustees Of Mrcc Employee Benefits Fund's Health & Welfare plan: 6,618 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Mrcc Employee Benefits Fund

- **Sponsor EIN:** 383508105

- **Sponsor Address:** P.O. BOX 4540, TROY, MI, 480994540

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 6,618

- **Total Assets:** $111.2M

## 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|6,618|$111.2M|$81.7M|$14.8M|

| 2023|5,654|$94.8M|$76.8M|$13.7M|

| 2022|5,223|$77.5M|$70.1M|$13.6M|

## 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|

| BENESYS, INC.|Other Service Provider|$1,554,978|—|$1,554,978|

| AMERICAN GRAPHICS PRINTING CO.|Other Service Provider|$175,906|—|$175,906|

| NOVARA, TESIJA & CATENACCI, PLLC|Other Service Provider|$174,210|—|$174,210|

| CARPENTERS FRINGE BENEFIT FUNDS JDC|Other Service Provider|$170,738|—|$170,738|

| ULLIANCE, INC.|Other Service Provider|$126,261|—|$126,261|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$87,022|—|$87,022|

| MORGAN STANLEY GLOBAL BANKING|Other Service Provider|$71,766|—|$71,766|

| SALUS GROUP|Other Service Provider|$51,378|—|$51,378|

| BULTYNCK & CO., PLLC|Other Service Provider|$50,200|—|$50,200|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$46,277|—|$46,277|

| THE SEGAL COMPANY|Other Service Provider|$38,310|—|$38,310|

| NOVARA LAW GROUP|Other Service Provider|$19,571|—|$19,571|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$18,400|—|$18,400|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,585,017

- **Estimated Expense Ratio:** 2.324% 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|$2,630,003|$239,154|$1,510,938|$44,200|—|

| 2023|$2,472,968|$192,543|$1,453,158|$42,950|—|

| 2022|$2,407,467|$157,827|$1,520,900|—|$309,451|

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