# Meridian Health Services Corp Health & Welfare Plan
Source: https://planprovider.pro/companies/meridian-health-services-corp-351302836-502

> Meridian Health Services Corp's Health & Welfare plan: 807 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meridian Health Services Corp

- **Sponsor EIN:** 351302836

- **Sponsor Address:** 240 NORTH TILLOTSON AVENUE, MUNCIE, IN, 47304

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 807

- **Total Assets:** $300,354

## 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|807|$300,354|$9.6M|$2.0M|

| 2023|710|$299,892|$10.4M|$1.5M|

| 2022|670|$299,729|$9.9M|$1.4M|

## 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|

| UNIFIED GROUP SERVICES, INC.|Other Service Provider|$303,508|—|$303,508|

| CAIRNSTONE FINANCIAL, LLC|Investment Advisor|$168,408|—|$168,408|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $471,916

- **Estimated Expense Ratio:** 157.120% 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|$471,591|—|$471,591|—|—|

| 2023|$435,248|—|$435,248|—|—|

| 2022|$393,372|—|$393,372|—|—|

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