Plan Snapshot
- Plan Sponsor: Ohio Bricklayers Health And Welfare Plan
- Sponsor EIN: 316064918
- Sponsor Address: 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,234
- Total Assets: $44.0M
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 | 1,234 | $44.0M | $16.4M | $1.3M |
| 2023 | 1,239 | $44.5M | $14.9M | $1.4M |
| 2022 | 1,157 | $40.9M | $15.8M | $1.4M |
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 |
|---|---|---|---|---|
| ANTHEM INC | Other Service Provider | $611,158 | — | $611,158 |
| BENESYS | Other Service Provider | $446,633 | — | $446,633 |
| CONIFER VALUE BASED CARE LLC | Other Service Provider | $119,465 | — | $119,465 |
| THE JAMES B OSWALD COMPANY | Other Service Provider | $97,848 | — | $97,848 |
| LEDBETTER, PARISI, LLC | Other Service Provider | $55,473 | — | $55,473 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $46,235 | — | $46,235 |
| BENDA, GRACE, STULZ & COMPANY P.C. | Other Service Provider | $33,500 | — | $33,500 |
| AMERICAN GRAPHICS PRINTING CO | Other Service Provider | $24,859 | — | $24,859 |
| HINGE HEALTH LLC | Other Service Provider | $15,835 | — | $15,835 |
| CUNI, RUST & STRENK | Other Service Provider | $11,000 | — | $11,000 |
| MERRILL LYNCH | Investment Advisor | $10,836 | — | $10,836 |
| US BANK | Other Service Provider | $8,256 | — | $8,256 |
| TUCKER ARENSBERG ATTORNEYS | Other Service Provider | $5,915 | — | $5,915 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,487,013
- Estimated Expense Ratio: 3.382% 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 | $1,417,551 | $65,191 | $1,004,096 | $33,500 | — |
| 2023 | $1,397,026 | $38,309 | $949,604 | $37,655 | — |
| 2022 | $1,705,309 | $44,602 | $381,227 | — | $322,482 |