# Joint Board Of U.A. Local 85 Unemployment Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-u-a-local-85-unemployment-benefit-fund-383296939-501

> Joint Board Of U.A. Local 85 Unemployment Benefit Fund's Health & Welfare plan: 997 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of U.A. Local 85 Unemployment Benefit Fund

- **Sponsor EIN:** 383296939

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 997

- **Total Assets:** $2.6M

## 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|997|$2.6M|$538,876|$0|

| 2023|729|$2.1M|$424,576|$0|

| 2022|726|$1.7M|$398,402|$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|$9,000|—|$9,000|

| NOVARA LAW GROUP PLLC|Other Service Provider|$8,830|—|$8,830|

| BENESYS, INC.|Other Service Provider|$6,820|—|$6,820|

| REIMOLD PRINTING|Other Service Provider|$6,417|—|$6,417|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,067

- **Estimated Expense Ratio:** 1.199% 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|$43,924|$775|$10,489|$11,173|—|

| 2023|$43,702|$4,016|$6,395|$9,150|—|

| 2022|$45,751|$7,853|$7,113|—|$16,722|

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