# The March-Westin Company, INC. & Su Health & Welfare Plan
Source: https://planprovider.pro/companies/the-march-westin-company-inc-su-550642527-501

> The March-Westin Company, INC. & Su's Health & Welfare plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The March-Westin Company, INC. & Su

- **Sponsor EIN:** 550642527

- **Sponsor Address:** 360 FRONTIER STREET, MORGANTOWN, WV, 265050000

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 151

- **Total Assets:** $0

## 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|151|$0|$0|$0|

| 2024|150|$0|$0|$0|

| 2023|138|$0|$0|$0|

| 2022|134|$0|$0|$0|

## 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|

| HIGHMARK BLUE CROSS BLUE SHIELD WV|Other Service Provider|$102,930|—|$102,930|

| UNITED CONCORDIA COMPANIES, INC.|Other Service Provider|$11,771|—|$11,771|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,701

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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