# Missouri Co-Operative Employee Healthcare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/missouri-co-operative-employee-healthcare-fund-431677623-501

> Missouri Co-Operative Employee Healthcare Fund's Health & Welfare plan: 476 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Missouri Co-Operative Employee Healthcare Fund

- **Sponsor EIN:** 431677623

- **Sponsor Address:** PO BOX 158, RICHMOND, MO, 640850158

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 476

- **Total Assets:** $5.2M

## 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|476|$5.2M|$5.9M|$0|

| 2023|453|$5.1M|$5.1M|$0|

| 2022|437|$4.8M|$3.6M|$825,847|

## 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|$221,091|—|$221,091|

| CIGNA HEALTH AND LIFE INSURANCE|Recordkeeper|$77,711|—|$77,711|

| EMPLOYER WELLNESS SOLUTIONS|Other Service Provider|$37,481|—|$37,481|

| EIDE BAILLY LLP|Auditor|$33,640|—|$33,640|

| COMMERCE BANK|Investment Advisor|$24,034|—|$24,034|

| CARL WISHY-DURHAM|Other Service Provider|$23,355|—|$23,355|

| CBIZ BENEFITS & INSURANCE|Other Service Provider|$23,247|—|$23,247|

| KUTAK ROCK LLP|ERISA Attorney|$16,500|—|$16,500|

| NEW DIRECTIONS|Other Service Provider|$8,111|—|$8,111|

| US BANK, N.A|Investment Advisor|$5,575|—|$5,575|

| GUARDIAN DENTAL PPO|Recordkeeper|$5,253|—|$5,253|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [US BANK, N.A](https://planprovider.pro/provider/john-hancock) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $475,998

- **Estimated Expense Ratio:** 9.088% 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|$765,719|$28,952|$241,288|$50,840|—|

| 2023|$844,221|$19,802|$347,330|—|—|

| 2022|$383,904|$20,005|$253,609|—|$93,568|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/missouri-co-operative-employee-healthcare-fund-431677623-501)

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