# Paulo Products Company Health & Welfare Plan
Source: https://planprovider.pro/companies/paulo-products-company-430618815-501

> Paulo Products Company's Health & Welfare plan: 275 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Paulo Products Company

- **Sponsor EIN:** 430618815

- **Sponsor Address:** 5620 WEST PARK, ST. LOUIS, MO, 63110

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 275

- **Total Assets:** $502,819

## 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.|

| 2025|275|$502,819|$0|$0|

| 2024|252|$1.8M|$1.7M|$1.1M|

| 2023|241|$494,564|$1.9M|$1.2M|

| 2022|252|$455,180|$1.7M|$1.1M|

## 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|

| UMR, INC.|Other Service Provider|$159,390|—|$159,390|

| TRION MARSH & MCLENNAN|Other Service Provider|$150,000|—|$150,000|

| EMPIRX HEALTH|Other Service Provider|$35,364|—|$35,364|

| DELTA DENTAL OF MISSOURI|Other Service Provider|$22,986|—|$22,986|

| H & H HEALTH ASSOC|Other Service Provider|$7,438|—|$7,438|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $375,178

- **Estimated Expense Ratio:** 74.615% 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|

| 2025|$3,846,882|$401,887|—|—|—|

| 2024|$425,362|$425,362|—|—|—|

| 2023|$395,285|$395,285|—|—|—|

| 2022|$358,142|$356,794|$1,348|—|—|

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