# Manatt&#39;S INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/manatt-s-inc-421377409-502

> Manatt&#39;S INC.&#39;s Health &amp; Welfare plan: 774 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Manatt'S INC.

- **Sponsor EIN:** 421377409

- **Sponsor Address:** P.O. BOX 535, BROOKLYN, IA, 52211

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 774

- **Total Assets:** $4.2M

## 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|774|$4.2M|$11.3M|$2.9M|

| 2023|776|$3.3M|$9.7M|$2.5M|

| 2022|780|$3.5M|$9.7M|$2.5M|

## 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|

| UMR INC.|Other Service Provider|$468,929|$31,672|$500,601|

| GALLAGHER BENEFIT SERVICES, INC|Investment Advisor|$103,477|—|$103,477|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SERVICES, INC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $604,078

- **Estimated Expense Ratio:** 14.406% 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|$462,335|—|$455,750|—|—|

| 2023|$449,084|—|$443,084|—|—|

| 2022|$547,290|—|$547,290|—|—|

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