# Komatsu Mining Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/komatsu-mining-corp-391566457-510

> Komatsu Mining Corp.'s Health & Welfare plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Komatsu Mining Corp.

- **Sponsor EIN:** 391566457

- **Sponsor Address:** PO BOX 554, MILWAUKEE, WI, 53214

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 196

- **Total Assets:** $10.8M

## 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|196|$10.8M|$864,332|$335,199|

| 2023|309|$10.3M|$297,058|$467,697|

| 2022|323|$4.2M|$529,657|$397,327|

## 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|

| UMR, INC.|Other Service Provider|$74,708|$809|$75,517|

| WILLIS TOWERS WATSON US LLC|Investment Advisor|$13,702|—|$13,702|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,219

- **Estimated Expense Ratio:** 0.829% 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|$96,479|—|$96,479|—|—|

| 2023|$102,858|—|$102,858|—|—|

| 2022|$126,857|—|$126,857|—|—|

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