# Ohio Bricklayers Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/ohio-bricklayers-health-and-welfare-plan-316064918-501

> Ohio Bricklayers Health And Welfare Plan's Health & Welfare plan: 1,234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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