# Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-u-f-c-w-employers-kansas-and-missouri-health-welfare-430797957-501

> Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare's Health & Welfare plan: 1,186 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare

- **Sponsor EIN:** 430797957

- **Sponsor Address:** 2010 N.W. 150TH AVENUE, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,186

- **Total Assets:** $41.8M

## 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|1,186|$41.8M|$15.2M|$1.4M|

| 2023|1,260|$34.6M|$16.2M|$1.5M|

| 2022|1,192|$27.6M|$17.2M|$1.5M|

## 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|

| NATIONAL EMPLOYEE BENEFIT ADMINISTR|Other Service Provider|$412,553|—|$412,553|

| CIGNA HEALTH & LIFE INSURANCE COMPA|Other Service Provider|$364,000|—|$364,000|

| LEGACY PROFESSIONALS, LLP|Auditor|$128,015|—|$128,015|

| SLEVIN & HART PC|ERISA Attorney|$101,939|—|$101,939|

| ELIXIR RX SOLUTIONS|Other Service Provider|$46,054|—|$46,054|

| DELTA DENTAL OF MISSOURI|Other Service Provider|$45,733|—|$45,733|

| SPENCER FANE, LLP|ERISA Attorney|$43,553|—|$43,553|

| BHA CONSULTING, LLC|Other Service Provider|$35,158|—|$35,158|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$32,909|—|$32,909|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$30,000|—|$30,000|

| COMMERCE TRUST COMPANY|Other Service Provider|$29,348|—|$29,348|

| TOP DRAWER|Other Service Provider|$19,376|—|$19,376|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|$5,850|$4,825|$10,675|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS, LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [SLEVIN & HART PC](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [SPENCER FANE, LLP](https://planprovider.pro/provider/spencer-fane-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,299,313

- **Estimated Expense Ratio:** 3.110% 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|$875,196|$44,484|$415,151|$32,587|—|

| 2023|$830,980|$67,388|$399,665|$33,229|—|

| 2022|$790,464|$37,428|$373,040|—|$290,061|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-u-f-c-w-employers-kansas-and-missouri-health-welfare-430797957-501)

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