# Miller Bros. Construction, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/miller-bros-construction-inc-232346551-501

> Miller Bros. Construction, INC.'s Health & Welfare plan: 92 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Miller Bros. Construction, INC.

- **Sponsor EIN:** 232346551

- **Sponsor Address:** 950 EAST MAIN ST, SUITE 107, SCHUYLKILL HAVEN, PA, 179729720

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 92

- **Total Assets:** $502,842

## 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|92|$502,842|$0|$0|

| 2024|74|$468,946|$1.0M|$226,578|

| 2023|84|$520,091|$1.1M|$229,713|

| 2022|81|$365,380|$994,619|$219,189|

## 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|Investment Advisor|$68,687|—|$68,687|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$24,418|—|$24,418|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,105

- **Estimated Expense Ratio:** 18.516% 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|$1,351,628|—|—|—|—|

| 2024|$1,237,087|—|—|—|—|

| 2023|$1,148,876|—|—|—|—|

| 2022|$1,184,339|—|—|—|—|

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