Plan Snapshot
- Plan Sponsor: Mufcw Union And Employers Joint Prepaid Legal
- Sponsor EIN: 383136636
- Sponsor Address: 7250 POE AVE. STE 300, DAYTON, OH, 45414
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 7,790
- Total Assets: $800,711
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 | 7,790 | $800,711 | $284,535 | $0 |
| 2023 | 8,178 | $852,744 | $302,583 | $0 |
| 2022 | 8,236 | $830,136 | $299,680 | $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 |
|---|---|---|---|---|
| HEARTLAND BENEFIT PLAN | Other Service Provider | $92,840 | — | $92,840 |
| PASKEL, TASHMAN & WALKER PC | Other Service Provider | $70,980 | — | $70,980 |
| SIKICH CPA LLC | Auditor | $24,105 | — | $24,105 |
| MCKNIGHT, CANZANO, SMITH, RADTKE & | Other Service Provider | $9,185 | — | $9,185 |
| FIFTH THIRD BANK | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,110
- Estimated Expense Ratio: 25.241% 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 | $177,600 | $7,500 | $85,040 | $24,105 | — |
| 2023 | $159,217 | $2,500 | $84,725 | $14,750 | — |
| 2022 | $105,171 | $12,500 | $36,524 | — | $20,181 |