# Md Electrical Industry Health Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/md-electrical-industry-health-fund-526177115-501

> Md Electrical Industry Health Fund&#39;s Health &amp; Welfare plan: 2,390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Md Electrical Industry Health Fund

- **Sponsor EIN:** 526177115

- **Sponsor Address:** 9200 US ROUTE 60, ONA, WV, 255457417

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,390

- **Total Assets:** $60.8M

## 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|2,390|$60.8M|$32.4M|$3.3M|

| 2023|1,995|$49.1M|$28.3M|$3.4M|

| 2022|2,099|$43.1M|$29.7M|$3.4M|

## 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|

| AMERICAN BENEFIT CORPORATION|Other Service Provider|$756,982|—|$756,982|

| ZELIS|Other Service Provider|$266,053|—|$266,053|

| NCAS/CFA, LLC|Other Service Provider|$224,360|—|$224,360|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$210,208|—|$210,208|

| AMERICAN HEALTH HOLDING|Other Service Provider|$168,251|—|$168,251|

| ABATO, RUBENSTEIN & ABATO P.A.|Other Service Provider|$88,781|—|$88,781|

| THE SEGAL COMPANY|Other Service Provider|$85,204|—|$85,204|

| JOHNSON PRINTING COMPANY|Other Service Provider|$82,335|—|$82,335|

| TELADOC HEALTH|Other Service Provider|$60,516|—|$60,516|

| M&T BANK|Recordkeeper|$35,840|—|$35,840|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$33,288|—|$33,288|

| CALIBRE CPA GROUP PLLC|Auditor|$23,906|—|$23,906|

| LOOMIS, SAYLES & COMPANY, L.P.|Other Service Provider|$23,655|—|$23,655|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$19,725|—|$19,725|

| DELTA DENTAL|Other Service Provider|$11,038|—|$11,038|

### Verified Provider Profiles

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

- [M&T BANK](https://planprovider.pro/provider/trustage) — Recordkeeper

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,090,142

- **Estimated Expense Ratio:** 3.436% 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|$2,259,834|$43,380|$1,109,063|$24,967|—|

| 2023|$2,630,723|$59,230|$704,466|$21,500|—|

| 2022|$2,674,152|$65,485|$683,948|—|$825,826|

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