# Mufcw Unions And Employers Retiree Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/mufcw-unions-and-employers-retiree-plan-382427401-502

> Mufcw Unions And Employers Retiree Plan'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:** 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|

## Similar Plans

- [The Kroger Co.](https://planprovider.pro/companies/the-kroger-co-plan-010) — 380,891 participants

- [The Kroger Co.](https://planprovider.pro/companies/the-kroger-co-plan-004) — 251,930 participants

- [Board Of Trustees Of The Heartland Health And Wellness Fund](https://planprovider.pro/companies/board-of-trustees-of-the-heartland-health-and-wellness-fund-316173363-501) — 48,345 participants

- [Installed Building Products, LLC](https://planprovider.pro/companies/installed-building-products-llc-401k-plan) — 10,000 participants

- [United Food & Commercial Workers Union Local 880 - Retail Food](https://planprovider.pro/companies/united-food-commercial-workers-union-local-880-retail-food-plan) — 5,627 participants

- [United Food & Commercial Workers Union - Employer Pension Fund](https://planprovider.pro/companies/united-food-commercial-workers-union-employer-pension-fund-plan) — 3,916 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mufcw-unions-and-employers-retiree-plan-382427401-502)

© 2026 PlanProvider.Pro