Plan Snapshot
- Plan Sponsor: Modern Woodmen Of America
- Sponsor EIN: 361493430
- Sponsor Address: 1701 FIRST AVENUE, ROCK ISLAND, IL, 612018724
- Plan Type: DB
- Total Participants: 1,088
- Total Assets: $865.1M
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 | 1,088 | $865.1M | $13.8M | $0 |
| 2023 | 1,030 | $827.6M | $0 | $0 |
| 2022 | 1,003 | $741.0M | $25.8M | $0 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,910,367 | $596,053 | — | — | — |
| 2023 | $1,248,658 | $524,210 | — | — | — |
| 2022 | $958,825 | $958,825 | — | — | — |