Plan Snapshot
- Plan Sponsor: Mo-Kan Teamsters Health And Welfare Fund
- Sponsor EIN: 436124888
- Sponsor Address: PO BOX 909500, KANSAS CITY, MO, 641909500
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 501
- Total Assets: $15.4M
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 | 501 | $15.4M | $9.0M | $778,421 |
| 2023 | 539 | $14.5M | $9.4M | $849,541 |
| 2022 | 481 | $14.3M | $8.6M | $946,106 |
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 |
|---|---|---|---|---|
| WILSON-MCSHANE CORP | Recordkeeper | $373,149 | — | $373,149 |
| BLUE CROSS BLUE SHIELD | Other Service Provider | $179,813 | — | $179,813 |
| SEGAL CONSULTING | Other Service Provider | $135,108 | — | $135,108 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | ERISA Attorney | $118,184 | — | $118,184 |
| CONSTRUCTION BENEFIT AUDIT CORP | Other Service Provider | $80,493 | — | $80,493 |
| ANDERS CPAS + ADVISORS | Auditor | $42,945 | — | $42,945 |
| CVS CAREMARK | Other Service Provider | $37,400 | — | $37,400 |
| COMMERCE TRUST CO | Other Service Provider | $22,942 | — | $22,942 |
| SEGAL MARCO ADVISORS | Other Service Provider | $10,000 | — | $10,000 |
| BURR OAK CONSULTING LLC | Other Service Provider | $6,500 | — | $6,500 |
| BUSINESS HEALTH COALITION | Other Service Provider | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS CPAS + ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,012,034
- Estimated Expense Ratio: 6.557% 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 | $989,812 | $33,888 | $368,551 | $129,938 | — |
| 2023 | $959,027 | $22,671 | $354,750 | $55,201 | — |
| 2022 | $941,124 | $23,872 | $341,100 | — | $311,670 |