# Mufg Bank, Ltd. Health & Welfare Plan
Source: https://planprovider.pro/companies/mufg-bank-ltd-135611741-541

> Mufg Bank, Ltd.'s Health & Welfare plan: 4,570 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mufg Bank, Ltd.

- **Sponsor EIN:** 135611741

- **Sponsor Address:** 1251 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020

- **Plan Type:** Health & Welfare

- **Plan Number:** 541

- **Total Participants:** 4,570

- **Total Assets:** $1.6M

## 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|4,570|$1.6M|$58.2M|$25.0M|

| 2023|4,940|$4.0M|$58.6M|$26.1M|

| 2022|4,972|$20.9M|$0|$2.0M|

## 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|

| UNITEDHEALTHCARE INSURANCE COMPANY|Other Service Provider|$2,361,571|—|$2,361,571|

| ALIGHT|Recordkeeper|$437,010|—|$437,010|

| CONSUMER VALUE STORE|Other Service Provider|$368,184|—|$368,184|

| METROPOLITAN LIFE INSURANCE COMPANY|Other Service Provider|$113,449|—|$113,449|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$100,625|—|$100,625|

| WAGEWORKS|Other Service Provider|$76,174|—|$76,174|

| VISION SERVICE PLAN|Other Service Provider|$59,019|—|$59,019|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,516,032

- **Estimated Expense Ratio:** 219.821% 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|$3,516,033|—|$3,516,033|—|—|

| 2023|$3,570,064|—|$3,570,064|—|—|

| 2022|$286,545|—|—|—|—|

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