# Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-middletown-works-hourly-salaried-union-retirees-health-c-367485085-501

> Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C's Health & Welfare plan: 2,614 participants, plan year 2025 financials, providers, and…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C

- **Sponsor EIN:** 367485085

- **Sponsor Address:** 1201 CRAWFORD ST, MIDDLETOWN, OH, 450444575

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,614

- **Total Assets:** $671.3M

## 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|2,614|$671.3M|$0|$0|

| 2024|2,747|$680.8M|$0|$1.5M|

| 2023|2,872|$645.7M|$0|$2.4M|

| 2022|2,973|$597.4M|$0|$2.8M|

## 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|

| WELFARE & PENSION ADMIN SERVICE|Other Service Provider|$577,478|—|$577,478|

| CVS PHARMACY, INC.|Other Service Provider|$507,507|—|$507,507|

| SEGALL BRYANT & HAMILL|Other Service Provider|$218,322|—|$218,322|

| BOLTON PARTNERS, INC.|Other Service Provider|$132,113|—|$132,113|

| AMALGAMATED BANK|Other Service Provider|$116,883|—|$116,883|

| UMR INC|Other Service Provider|$84,106|$13,445|$97,551|

| DELTA DENTAL|Other Service Provider|$92,801|—|$92,801|

| WEX|Other Service Provider|$75,106|—|$75,106|

| RHUMBLINE|Other Service Provider|$64,900|—|$64,900|

| BOLTON PARTNERS INVESTMENT CONSULT|Other Service Provider|$56,871|—|$56,871|

| PRINCIPAL BANK|Other Service Provider|$53,908|—|$53,908|

| CANCER NAVIGATOR|Other Service Provider|$43,500|—|$43,500|

| FRANCIS MARTORANA|Custodian / Trustee|$42,883|—|$42,883|

| O'DONOGHUE & O'DONOGHUE|Other Service Provider|$42,789|—|$42,789|

| ROGER MCCLOW|Custodian / Trustee|$40,764|—|$40,764|

| MICHAEL BAILEY|Custodian / Trustee|$32,913|—|$32,913|

| CALIBRE CPA GROUP, PLLC|Other Service Provider|$29,105|—|$29,105|

| BOND BROTHERS|Other Service Provider|$28,540|—|$28,540|

| BRIAN DALEY|Custodian / Trustee|$27,794|—|$27,794|

| MICHAEL STEPHENSON|Custodian / Trustee|$26,842|—|$26,842|

| EYEMED|Other Service Provider|$12,764|—|$12,764|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,321,334

- **Estimated Expense Ratio:** 0.346% 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|$97,715,528|$340,093|$1,333,613|$29,105|—|

| 2024|$2,312,951|$291,400|$1,300,835|$26,939|—|

| 2023|$2,002,505|$397,770|$1,022,080|$24,950|—|

| 2022|$1,744,658|$288,613|$545,803|—|$247,242|

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