# Masonry Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/masonry-welfare-trust-936023043-501

> Masonry Welfare Trust's Health & Welfare plan: 504 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Masonry Welfare Trust

- **Sponsor EIN:** 936023043

- **Sponsor Address:** 9848 E BURNSIDE, PORTLAND, OR, 97216

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 504

- **Total Assets:** $6.6M

## 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|504|$6.6M|$8.2M|$472,259|

| 2023|604|$6.9M|$8.1M|$442,493|

| 2022|568|$7.2M|$8.2M|$554,216|

## 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|

| MASONRY INDUSTRY TRUST ADMIN.|Other Service Provider|$510,765|—|$510,765|

| VALENZ CLAIM|Other Service Provider|$209,361|—|$209,361|

| BRADLEY L. MIDDLETON, PC|Other Service Provider|$101,832|—|$101,832|

| MIDDLETON & CO, CPA, PC|Other Service Provider|$78,450|—|$78,450|

| INNOVATIVE CARE MANAGEMENT|Other Service Provider|$54,118|—|$54,118|

| LABOR FIRST, LLC|Other Service Provider|$39,558|—|$39,558|

| MILLIMAN|Recordkeeper|$17,500|—|$17,500|

| MODA HEALTH, INC.|Other Service Provider|$12,481|—|$12,481|

| KEYCORP|Other Service Provider|$10,946|$213|$11,159|

| METROPOLITAN WEST ASSET MGMT, LLC|Other Service Provider|—|$6,975|$6,975|

| DODGE & COX FUNDS - DODIX|Other Service Provider|—|$5,268|$5,268|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,047,467

- **Estimated Expense Ratio:** 15.907% 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|$735,420|$8,880|—|$50,500|—|

| 2023|$676,708|$9,256|—|$44,500|—|

| 2022|$588,655|$9,211|—|—|$542,508|

## Similar Plans

- [Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan](https://planprovider.pro/companies/bd-of-trustees-northwest-sheet-metal-workers-supp-pension-plan-plan) — 7,556 participants

- [Sheet Metal Workers Local 100 401k Plan](https://planprovider.pro/companies/sheet-metal-workers-local-100-401k-plan-401k-plan) — 3,240 participants

- [Bot - Oregon Sheet Metal Workers Master Retirement Trust](https://planprovider.pro/companies/bot-oregon-sheet-metal-workers-master-retirement-trust-plan) — 1,578 participants

- [Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers](https://planprovider.pro/companies/joint-board-of-trustees-nw-bricklayers-allied-craftworkers-plan) — 1,028 participants

- [Northwest Bricklayers Pension Trust](https://planprovider.pro/companies/northwest-bricklayers-pension-trust-plan) — 735 participants

- [Bot - Oregon Sheet Metal Workers Master Retirement Trust](https://planprovider.pro/companies/bot-oregon-sheet-metal-workers-master-retirement-trust-401k-plan) — 681 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/masonry-welfare-trust-936023043-501)

© 2026 PlanProvider.Pro