# Military Deli & Bakery Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/military-deli-bakery-services-inc-954598949-501

> Military Deli & Bakery Services, INC.'s Health & Welfare plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Military Deli & Bakery Services, INC.

- **Sponsor EIN:** 954598949

- **Sponsor Address:** 3600 THAYER COURT, SUITE 100, AURORA, IL, 605046709

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 309

- **Total Assets:** $460,574

## 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|309|$460,574|$2.0M|$319,600|

| 2023|300|$357,061|$1.6M|$193,567|

| 2022|279|$897,574|$1.6M|$233,320|

## 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|

| ALLIED BENEFIT SYSTEMS, LLC|Recordkeeper|$169,385|—|$169,385|

| GOVERNMENT SERVICE ADMINISTATORS|Recordkeeper|$80,776|—|$80,776|

| BH BENEFITS|Investment Advisor|$76,300|—|$76,300|

| INDEPENDENT FIDUCIARY SERVICES LLC.|Custodian / Trustee|$54,000|—|$54,000|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|$16,275|—|$16,275|

| CITRIN COOPERMAN ADVISORS LLC|Other Service Provider|$6,825|—|$6,825|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $403,561

- **Estimated Expense Ratio:** 87.621% 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|$406,533|—|$171,477|$16,275|—|

| 2023|$303,707|—|—|$15,225|—|

| 2022|$73,595|—|$54,000|—|$19,595|

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