Plan Snapshot
- Plan Sponsor: Mea-Messa-Mea Financial Services Retiree Health Benefit Plan
- Sponsor EIN: 383306252
- Sponsor Address: P.O. BOX 2573, EAST LANSING, MI, 48826
- Plan Type: Health & Welfare
- Plan Number: 522
- Total Participants: 536
- Total Assets: $279.8M
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 | 536 | $279.8M | $0 | $0 |
| 2023 | 524 | $264.0M | $0 | $0 |
| 2022 | 526 | $235.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| BOYD WATTERSON GLOBAL ASSET MGT GRO | Other Service Provider | $110,295 | — | $110,295 |
| MORGAN STANLEY DOMESTIC HOLDINGS | Other Service Provider | $100,000 | — | $100,000 |
| COMERICA BANK | Other Service Provider | $57,244 | — | $57,244 |
| MILLIMAN | Actuary | $27,500 | — | $27,500 |
| MANER COSTERISAN, P.C. | Auditor | $13,800 | — | $13,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Actuary
- MANER COSTERISAN, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $308,839
- Estimated Expense Ratio: 0.110% 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 | $329,627 | $267,539 | — | $13,800 | — |
| 2023 | $245,942 | $176,651 | — | $13,000 | — |
| 2022 | $226,926 | $127,008 | — | — | $78,652 |