Plan Snapshot
- Plan Sponsor: Mufcw Unions And Employers Retiree Plan
- Sponsor EIN: 382427401
- Sponsor Address: 7250 POE AVENUE, DAYTON, OH, 45414
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $2.3M
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 | $2.3M | $0 | $228,875 |
| 2023 | 0 | $3.7M | $0 | $284,454 |
| 2022 | 0 | $4.9M | $0 | $304,250 |
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 ADMINISTRATORS | Other Service Provider | $80,596 | — | $80,596 |
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $64,279 | — | $64,279 |
| REINHART, BOERNER, ET AL | Other Service Provider | $54,370 | — | $54,370 |
| BHA CONSULTING INC. | Other Service Provider | $17,868 | — | $17,868 |
| SIKICH, LLP | Other Service Provider | $17,280 | — | $17,280 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,393
- Estimated Expense Ratio: 10.239% 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 | $191,810 | — | $80,596 | $17,280 | — |
| 2023 | $239,239 | — | $103,403 | $16,750 | — |
| 2022 | $208,437 | — | $106,210 | — | $83,178 |