# Multifamily Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/multifamily-insurance-trust-357086833-506

> Multifamily Insurance Trust's Health & Welfare plan: 567 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Multifamily Insurance Trust

- **Sponsor EIN:** 357086833

- **Sponsor Address:** 4 EXECUTIVE BLVD SUITE 100, SUFFERN, NY, 109014166

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 567

- **Total Assets:** $3.1M

## 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|567|$3.1M|$8.0M|$2.1M|

| 2023|584|$1.3M|$6.4M|$2.3M|

| 2022|584|$1.2M|$6.6M|$2.2M|

## 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|

| BENEFITMALL|Other Service Provider|$90,000|—|$90,000|

| BENEFIT PLAN MANAGER|Other Service Provider|$72,834|—|$72,834|

| BDO USA, P.C.|Auditor|$48,685|—|$48,685|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $211,519

- **Estimated Expense Ratio:** 6.918% 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|$228,771|$90,000|$72,834|$48,685|—|

| 2023|$294,624|$117,000|$97,981|$44,036|—|

| 2022|$159,966|—|$64,506|—|$95,460|

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