# Mound Welfare Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/mound-welfare-benefits-trust-266061814-501

> Mound Welfare Benefits Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mound Welfare Benefits Trust

- **Sponsor EIN:** 266061814

- **Sponsor Address:** PO BOX 943, RICHLAND, WA, 99352

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $1.2M

## 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|0|$1.2M|$5.1M|$103,437|

| 2023|0|$2.0M|$7.0M|$127,844|

| 2022|0|$1.4M|$7.7M|$136,603|

## 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|$366,821|$3,076|$369,897|

| MERCER HEALTH & BENEFITS LLC|Other Service Provider|$247,893|$18,886|$266,779|

| TELUS|Other Service Provider|$155,021|—|$155,021|

| DAVIS WRIGHT TREMAINE|ERISA Attorney|$135,211|—|$135,211|

| CVS CAREMARK CORPORATION|Other Service Provider|$10,850|—|$10,850|

| MILLER KAPLAN|Auditor|$9,500|—|$9,500|

| US BANK|Recordkeeper|$9,408|—|$9,408|

| PRINCIPAL|Other Service Provider|$5,096|—|$5,096|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DAVIS WRIGHT TREMAINE](https://planprovider.pro/provider/davis-wright-tremaine-llp) — ERISA Attorney

- [MILLER KAPLAN](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $961,762

- **Estimated Expense Ratio:** 83.265% 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|$597,058|—|$221,124|$9,500|—|

| 2023|$549,182|—|$549,182|—|—|

| 2022|$1,152,018|—|—|—|$1,152,018|

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