# Mcelroy Truck Lines, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/mcelroy-truck-lines-inc-630575574-501

> Mcelroy Truck Lines, INC.'s Health & Welfare plan: 462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcelroy Truck Lines, INC.

- **Sponsor EIN:** 630575574

- **Sponsor Address:** PO BOX 104, CUBA, AL, 36907

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 462

- **Total Assets:** $509,376

## 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|462|$509,376|$2.1M|$1.6M|

| 2023|487|$4,300|$1.7M|$1.7M|

| 2022|523|$157,771|$1.5M|$1.8M|

## 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|$231,679|$10,989|$242,668|

| DELTA DENTAL INSURANCE COMPANY|Other Service Provider|$13,801|—|$13,801|

| UNUM LIFE INSURANCE COMPANY|Other Service Provider|$9,503|—|$9,503|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $265,972

- **Estimated Expense Ratio:** 52.215% 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|$256,685|—|$254,983|—|—|

| 2023|$390,603|—|$388,833|—|—|

| 2022|$250,678|—|$248,935|—|—|

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