# Trustees Of Central Midwest Regional Council Of Carpenters Welfare Fun Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-central-midwest-regional-council-of-carpenters-welfare-fun-450593187-501

> Trustees Of Central Midwest Regional Council Of Carpenters Welfare Fun's Health & Welfare plan: 20,998 participants, plan year 2024 financials, providers, an…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Central Midwest Regional Council Of Carpenters Welfare Fun

- **Sponsor EIN:** 450593187

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 20,998

- **Total Assets:** $596.2M

## 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|20,998|$596.2M|$218.1M|$26.4M|

| 2023|8,878|$171.4M|$135.7M|$18.8M|

| 2022|8,598|$162.4M|$128.0M|$19.5M|

## 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|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$4,999,768|—|$4,999,768|

| BENESYS, INC.|Other Service Provider|$3,698,049|—|$3,698,049|

| EXPRESS SCRIPTS|Other Service Provider|$3,554,868|—|$3,554,868|

| CCAW JV, LLC|Other Service Provider|$341,900|—|$341,900|

| DELTA DENTAL OF OHIO|Other Service Provider|$301,410|$25,667|$327,077|

| CMRCC FRINGE BENEFIT FUND, INC.|Other Service Provider|$274,988|—|$274,988|

| LEVEL CARE HEALTH CONSORTIUM|Other Service Provider|$249,383|—|$249,383|

| DELTA DENTAL OF INDIANA|Other Service Provider|$202,831|$38,143|$240,974|

| ASHERKELLY|Other Service Provider|$216,270|—|$216,270|

| AMERICAN GRAPHICS PRINTING CO.|Other Service Provider|$175,987|—|$175,987|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$148,417|—|$148,417|

| THE SEGAL COMPANY|Other Service Provider|$128,365|—|$128,365|

| SAGE ADVISORY SERVICES|Other Service Provider|$93,203|—|$93,203|

| MORGAN STANLEY SMITH BARNEY|Other Service Provider|$82,500|—|$82,500|

| JOHNSON & KROL|Other Service Provider|$76,709|—|$76,709|

| KEY BANK|Other Service Provider|$62,228|$14,478|$76,706|

| VISION SERVICE PLAN|Other Service Provider|$75,862|—|$75,862|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$69,246|—|$69,246|

| CIUNI & PANICHI, INC.|Other Service Provider|$66,408|—|$66,408|

| L.M. HENDERSON & CO, LLP|Other Service Provider|$59,785|—|$59,785|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$56,584|—|$56,584|

| ACCESS|Other Service Provider|$36,696|—|$36,696|

| SEGAL SELECT INSURANCE SERVICE|Other Service Provider|—|$21,723|$21,723|

| MARQUETTE ASSOCIATES|Other Service Provider|$17,500|—|$17,500|

| WAGNER LAW GROUP|ERISA Attorney|$15,138|—|$15,138|

| GRM INFORMATION MANAGEMENT|Other Service Provider|$7,488|—|$7,488|

### Verified Provider Profiles

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

- [WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,111,594

- **Estimated Expense Ratio:** 2.535% 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|$4,678,047|$288,408|$1,821,638|$74,408|—|

| 2023|$2,485,422|$208,641|$892,830|$42,375|—|

| 2022|$12,015,405|$224,220|$767,726|—|$421,740|

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