# Mcanany, Van Cleave & Phillips, P.A. Health & Welfare Plan
Source: https://planprovider.pro/companies/mcanany-van-cleave-phillips-p-a-480830325-501

> Mcanany, Van Cleave & Phillips, P.A.'s Health & Welfare plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcanany, Van Cleave & Phillips, P.A.

- **Sponsor EIN:** 480830325

- **Sponsor Address:** 10 E CAMBRIDGE CIRCLE DRIVE, KANSAS CITY, KS, 66103

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 207

- **Total Assets:** $3.1M

## 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|207|$3.1M|$2.8M|$639,276|

| 2023|208|$2.8M|$2.1M|$680,855|

| 2022|178|$2.4M|$3.2M|$589,064|

## 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|

| MERITAIN HEALTH, INC.|Recordkeeper|$643,024|—|$643,024|

| ONE MEDICAL GROUP PC|Other Service Provider|$85,205|—|$85,205|

| GINGER IO OF CA MEDICAL P.C.|Other Service Provider|$37,853|—|$37,853|

| NOVAK BIRKS P.C.|Auditor|$12,795|—|$12,795|

| HEALTH JOY|Other Service Provider|$6,380|—|$6,380|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $785,257

- **Estimated Expense Ratio:** 25.356% 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|$810,137|—|$775,954|$12,795|—|

| 2023|$4,626|—|—|—|—|

| 2022|$4,147|—|—|—|$4,147|

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