# Mo-Kan Iron Workers Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/mo-kan-iron-workers-welfare-fund-436051454-501

> Mo-Kan Iron Workers Welfare Fund's Health & Welfare plan: 720 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mo-Kan Iron Workers Welfare Fund

- **Sponsor EIN:** 436051454

- **Sponsor Address:** 12200 N. AMBASSADOR DRIVE, KANSAS CITY, MO, 64163

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 720

- **Total Assets:** $38.9M

## 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|720|$38.9M|$19.5M|$1.2M|

| 2023|720|$33.7M|$18.3M|$1.1M|

| 2022|714|$28.9M|$13.3M|$1.2M|

## 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|

| HUMANA INSURANCE CO|Other Service Provider|$620,653|—|$620,653|

| WILSON MCSHANE CORPORATION|Other Service Provider|$315,403|—|$315,403|

| CIGNA|Other Service Provider|$306,248|—|$306,248|

| ARNOLD, NEWBOLD, SOLLARS & HOLLINS|Other Service Provider|$99,503|—|$99,503|

| THE SEGAL COMPANY|Other Service Provider|$96,115|—|$96,115|

| ZIEGLER CAPITAL MANAGEMENT, LLC|Other Service Provider|$92,960|—|$92,960|

| CONSTRUCTION BENEFITS AUDIT CORP|Other Service Provider|$77,783|—|$77,783|

| ANDERS MINKLER HUBER HELM LLP|Auditor|$29,500|—|$29,500|

| BMO HARRIS BANK N.A.|Other Service Provider|$26,390|—|$26,390|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$20,080|—|$20,080|

| BURR OAK CONSULTING|Other Service Provider|$14,583|—|$14,583|

| FIDUCIENT ADVISORS|Other Service Provider|$5,452|—|$5,452|

### Verified Provider Profiles

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

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,704,670

- **Estimated Expense Ratio:** 4.382% 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|$1,347,585|$102,924|$845,574|$121,866|—|

| 2023|$1,263,140|$96,430|$729,025|$67,862|—|

| 2022|$1,134,891|$110,629|$680,206|—|$296,641|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mo-kan-iron-workers-welfare-fund-436051454-501)

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