# Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-bot-usw-local-10-00086-merck-employees-health-and-welfare-plan-223548930-501

> Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan's Health & Welfare plan: 1,964 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan

- **Sponsor EIN:** 223548930

- **Sponsor Address:** 601 DRESHER ROAD, HORSHAM, PA, 19044

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,964

- **Total Assets:** $86.9M

## 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|1,964|$86.9M|$39.8M|$5.7M|

| 2023|1,919|$83.0M|$38.0M|$5.4M|

| 2022|1,982|$77.2M|$39.4M|$5.5M|

## 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|

| HORIZON HEALTHCARE SERVICES INC.|Other Service Provider|$712,491|—|$712,491|

| RAE CONSULTING|Other Service Provider|$248,974|—|$248,974|

| PNC BANK|Other Service Provider|$224,367|—|$224,367|

| EXPRESS SCRIPTS INC.|Other Service Provider|$158,656|—|$158,656|

| WILLIG WILLIAMS & DAVIDSON|ERISA Attorney|$111,926|—|$111,926|

| DAY PITNEY LLP|ERISA Attorney|$67,107|—|$67,107|

| UNITED CONCORDIA COMPANIES INC.|Other Service Provider|$58,858|—|$58,858|

| CP PRINTING|Other Service Provider|$22,368|—|$22,368|

| HJ KNIGHT INTERNATIONAL|Other Service Provider|$16,142|—|$16,142|

| FISCHER DORWART, P.C.|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [WILLIG WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

- [DAY PITNEY LLP](https://planprovider.pro/provider/day-pitney-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,630,889

- **Estimated Expense Ratio:** 1.877% 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|$749,557|$225,116|$248,973|$10,000|—|

| 2023|$625,336|$246,430|$195,700|$9,750|—|

| 2022|$597,648|$242,049|$193,200|—|$90,481|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-bot-usw-local-10-00086-merck-employees-health-and-welfare-plan-223548930-501)

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