# Midwest Reliability Organization Health & Welfare Plan
Source: https://planprovider.pro/companies/midwest-reliability-organization-mro-043736566-506

> Midwest Reliability Organization's Health & Welfare plan: 85 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Midwest Reliability Organization

- **Sponsor EIN:** 043736566

- **Sponsor Address:** 380 SAINT PETER ST STE 800, SAINT PAUL, MN, 551021316

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 85

- **Total Assets:** $3.0M

## 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.|

| 2025|85|$3.0M|$0|$0|

| 2024|72|$2.6M|$135,522|$0|

| 2023|66|$2.3M|$253,610|$0|

| 2022|62|$1.8M|$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|

| UBS FINANCIAL SERVICES|Other Service Provider|$33,717|—|$33,717|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,717

- **Estimated Expense Ratio:** 1.115% 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|$55,998|—|—|—|—|

| 2024|$69,227|—|—|—|—|

| 2023|$63,578|—|—|—|—|

| 2022|$454,651|—|—|—|—|

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