Plan Snapshot
- Plan Sponsor: Adrian Retiree Medical & Prescription Drug Plan
- Sponsor EIN: 331196416
- Sponsor Address: 4084 S PITTSFORD RD, PITTSFORD, MI, 492719818
- Plan Type: Health & Welfare
- Plan Number: 550
- Total Participants: 46
- Total Assets: $1.2M
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 | 46 | $1.2M | $0 | $0 |
| 2023 | 54 | $1.5M | $0 | $0 |
| 2022 | 64 | $1.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| SHEA & ASSOCIATES ADVISORY AND ACCT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,538 | $15,218 | — | — | — |
| 2023 | $29,359 | $12,993 | — | — | — |
| 2022 | $30,089 | $10,208 | $14,281 | — | $5,600 |