# Accenture LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/accenture-llp-720542904-606

> Accenture LLP's Health & Welfare plan: 1,713 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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