Plan Snapshot
- Plan Sponsor: Air Center Helicopters
- Sponsor EIN: 920114113
- Sponsor Address: 308 EAST RENFRO ST, BURLESON, TX, 76028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 113
- Total Assets: $0
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 | 113 | $0 | $0 | $0 |
| 2024 | 114 | $0 | $1.9M | $480,629 |
| 2023 | 144 | $0 | $2.3M | $628,691 |
| 2022 | 163 | $0 | $1.6M | $533,130 |
| 2019 | 124 | $0 | $1.0M | $297,097 |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $47,742 | — | $47,742 |
| SGL PARTNERS, LLC | Insurance Carrier | $45,780 | — | $45,780 |
| TELADOC DIRECT | Other Service Provider | $8,643 | — | $8,643 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,165
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 | $2,648,021 | — | $129,940 | — | — |
| 2024 | $140,213 | — | $140,213 | — | — |
| 2023 | $149,164 | — | $63,119 | — | — |
| 2022 | $147,773 | — | $62,700 | — | — |
| 2019 | $111,278 | — | $36,093 | — | — |