# Modern Forge Services, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/modern-forge-services-llc-270474084-501

> Modern Forge Services, LLC's Health & Welfare plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Modern Forge Services, LLC

- **Sponsor EIN:** 270474084

- **Sponsor Address:** 8757 COLORADO STREET, MERRILLVILLE, IN, 46410

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 446

- **Total Assets:** $343,919

## 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|446|$343,919|$6.0M|$1.8M|

| 2023|550|$1.2M|$5.7M|$1.9M|

| 2022|450|$1.1M|$3.9M|$1.9M|

## 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|

| UMR, INC.|Other Service Provider|$346,567|$19,977|$366,544|

| HUB INT'L MIDWEST LIMITED|Investment Advisor|$54,418|—|$54,418|

| COTTINGHAM & BUTLER INS SRVCS INC|Investment Advisor|$16,002|—|$16,002|

| RXBENEFITS, INC.|Other Service Provider|$8,171|—|$8,171|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $445,135

- **Estimated Expense Ratio:** 129.430% 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|$134,902|—|$134,902|—|—|

| 2023|$60,078|—|$60,078|—|—|

| 2022|$142,838|—|—|—|$142,838|

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