# Missouri Bankers Association Health & Welfare Plan
Source: https://planprovider.pro/companies/missouri-bankers-association-436207542-501

> Missouri Bankers Association's Health & Welfare plan: 1,170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Missouri Bankers Association

- **Sponsor EIN:** 436207542

- **Sponsor Address:** 207 E CAPITOL AVE, JEFFERSON CITY, MO, 65101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,170

- **Total Assets:** $504,998

## 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|1,170|$504,998|$19.8M|$0|

| 2023|1,237|$2.4M|$19.0M|$0|

| 2022|1,306|$1.3M|$19.0M|$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|

| BANKERS BENEFIT|Other Service Provider|$925,290|—|$925,290|

| LUMINARE HEALTH BENEFITS, INC|Other Service Provider|$168,360|—|$168,360|

| GALLAGHER RISK MANAGEMENT SERVICES|Investment Advisor|$91,788|—|$91,788|

| DELTA DENTAL OF MO|Other Service Provider|$78,903|—|$78,903|

| ALLIANT INSURANCE SERVICES, INC|Other Service Provider|$43,533|—|$43,533|

| WILLIAMS-KEEPERS LLC|Auditor|$32,200|—|$32,200|

### Verified Provider Profiles

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

- [GALLAGHER RISK MANAGEMENT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [WILLIAMS-KEEPERS LLC](https://planprovider.pro/provider/williams-keepers-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,340,074

- **Estimated Expense Ratio:** 265.362% 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|$1,340,074|—|$1,176,471|$32,200|—|

| 2023|$2,158,559|—|$1,926,619|$30,685|—|

| 2022|$2,861,068|—|$860,590|—|$128,033|

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