Plan Snapshot
- Plan Sponsor: Accenture LLP
- Sponsor EIN: 720542904
- Sponsor Address: 500 W MADISON ST, CHICAGO, IL, 606614544
- Plan Type: Health & Welfare
- Plan Number: 606
- Total Participants: 1,713
- Total Assets: $9.1M
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 | 1,713 | $9.1M | $15.8M | $15.3M |
| 2023 | 1,657 | $9.5M | $21.4M | $14.7M |
| 2022 | 1,641 | $5.6M | $15.4M | $13.4M |
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 |
|---|---|---|---|---|
| BCBS | Other Service Provider | $711,012 | — | $711,012 |
| CIGNA | Other Service Provider | $247,119 | — | $247,119 |
| CVS CAREMARK | Other Service Provider | $225,931 | — | $225,931 |
| EXPRESS SCRIPTS | Other Service Provider | $53,360 | — | $53,360 |
| AETNA | Other Service Provider | $20,090 | — | $20,090 |
| NORTHERN TRUST | Other Service Provider | $17,433 | — | $17,433 |
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $9,023 | — | $9,023 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,283,968
- Estimated Expense Ratio: 14.097% 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 | $1,384,266 | — | $1,087,542 | — | — |
| 2023 | $1,286,535 | — | $976,023 | — | — |
| 2022 | $1,282,132 | — | $989,843 | — | $292,289 |