# Mo-Kan Teamsters Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/mo-kan-teamsters-health-and-welfare-fund-436124888-501

> Mo-Kan Teamsters Health And Welfare Fund's 401(k) plan: 501 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 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](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:** $1,012,034

- **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|

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