# Mufcw Union And Employers Joint Prepaid Legal Health & Welfare Plan
Source: https://planprovider.pro/companies/mufcw-union-and-employers-joint-prepaid-legal-383136636-501

> Mufcw Union And Employers Joint Prepaid Legal's Health & Welfare plan: 7,790 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mufcw-union-and-employers-joint-prepaid-legal-383136636-501)

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