# Americo Services, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/americo-services-inc-431755148-501

> Americo Services, INC.&#39;s Health &amp; Welfare plan: 1,690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Americo Services, INC.

- **Sponsor EIN:** 431755148

- **Sponsor Address:** 1055 BROADWAY, KANSAS CITY, MO, 64105

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,690

- **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.|

| 2024|1,690|$0|$0|$0|

| 2023|1,630|$0|$0|$0|

| 2022|1,678|$0|$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|

| BLUECROSS BLUESHIELD OF SC|Recordkeeper|$1,248,798|—|$1,248,798|

| LOCKTON COMPANIES, LLC|Investment Advisor|$269,354|—|$269,354|

| CURALINC HEALTHCARE|Recordkeeper|$33,610|—|$33,610|

| DELTA DENTAL OF MISSOURI|Recordkeeper|$24,176|—|$24,176|

| RIGHTWAY|Recordkeeper|$22,730|—|$22,730|

| WELLWORKS FOR YOU|Recordkeeper|$17,117|—|$17,117|

| ASIFLEX|Recordkeeper|$12,054|—|$12,054|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,627,839

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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