# Morrison, Ekre & Bart Management Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/morrison-ekre-bart-management-services-inc-860845708-501

> Morrison, Ekre & Bart Management Services, INC.'s Health & Welfare plan: 1,257 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morrison, Ekre & Bart Management Services, INC.

- **Sponsor EIN:** 860845708

- **Sponsor Address:** 11201 NORTH TATUM BOULEVARD, PHOENIX, AZ, 85028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,257

- **Total Assets:** $0

## 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|1,257|$0|$0|$0|

| 2024|1,214|$0|$0|$0|

| 2023|842|$0|$0|$0|

| 2022|592|$0|$0|$0|

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