# Memphis Construction Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/memphis-construction-benefit-fund-620933920-501

> Memphis Construction Benefit Fund's Health & Welfare plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Memphis Construction Benefit Fund

- **Sponsor EIN:** 620933920

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 250

- **Total Assets:** $7.0M

## 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|250|$7.0M|$2.6M|$130,877|

| 2023|271|$7.5M|$2.6M|$127,153|

| 2022|235|$6.8M|$2.2M|$122,583|

## 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|

| UNITED HEALTHCARE|Other Service Provider|$116,722|—|$116,722|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$88,250|—|$88,250|

| ATLANTA CAPITAL MANAGEMENT|Other Service Provider|$20,454|—|$20,454|

| DANIELS, IRWIN & AYLOR|Auditor|$14,500|—|$14,500|

| GODWIN, MORRIS, LAURENZI & BLOOMFIE|Other Service Provider|$8,283|—|$8,283|

| VIVEKA HEALTH|Other Service Provider|$6,512|—|$6,512|

| FIRST HORIZON BANK|Other Service Provider|$5,565|—|$5,565|

### Verified Provider Profiles

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

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $260,286

- **Estimated Expense Ratio:** 3.741% 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|$286,460|$20,454|$68,400|$14,500|—|

| 2023|$275,052|$19,750|$68,400|$18,000|—|

| 2022|$266,804|$17,756|$68,400|—|$56,826|

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