# Morrison Brothers Building Center, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/morrison-brothers-building-center-llc-203979168-501

> Morrison Brothers Building Center, LLC's Health & Welfare plan: 74 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Morrison Brothers Building Center, LLC

- **Sponsor EIN:** 203979168

- **Sponsor Address:** 267 CORBAN AVE SW, CONCORD, NC, 28025

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 74

- **Total Assets:** $61

## 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.|

| 2025|74|$61|$0|$0|

| 2024|76|$16,760|$341,263|$119,605|

| 2023|74|$24,385|$18,678|$11,138|

| 2022|83|$19,249|$289,132|$114,836|

## 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|

| THE BENECON GROUP|Investment Advisor|$46,999|—|$46,999|

| DIGITAL (HUDSON CONSULTING GROUP)|Investment Advisor|$23,800|—|$23,800|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$9,548|—|$9,548|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,347

- **Estimated Expense Ratio:** 131716.393% 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|

| 2025|$666,656|—|—|—|—|

| 2024|$462,009|—|—|—|—|

| 2023|-$3,089|—|—|—|—|

| 2022|$477,408|—|—|—|—|

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