# Medallion Management, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/medallion-management-inc-382033680-502

> Medallion Management, INC.'s Health & Welfare plan: 83 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Medallion Management, INC.

- **Sponsor EIN:** 382033680

- **Sponsor Address:** 834 KING HIGHWAY, SUITE 100, KALAMAZOO, MI, 49001

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 83

- **Total Assets:** $7

## 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.|

| 2025|83|$7|$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|

| THE BENECON GROUP, LLC|Investment Advisor|$100,900|—|$100,900|

| NULTY INSURANCE|Investment Advisor|$37,030|—|$37,030|

| MERITAIN HEALTH|Other Service Provider|$9,582|—|$9,582|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $147,512

- **Estimated Expense Ratio:** 2107314.286% 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|

| 2025|$1,901,953|—|—|—|—|

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