# Amplify Education, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/amplify-education-inc-134125483-502

> Amplify Education, INC.'s Health & Welfare plan: 1,794 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amplify Education, INC.

- **Sponsor EIN:** 134125483

- **Sponsor Address:** 55 WASHINGTON STREET, BROOKLYN, NY, 11201

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,794

- **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|1,794|$0|$0|$0|

| 2023|1,415|$0|$0|$0|

| 2022|1,318|$0|$0|$0|

| 2021|571|$0|$0|$0|

| 2020|525|$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|

| MERITAIN HEALTH|Recordkeeper|$704,586|—|$704,586|

| LINCOLN NATIONAL LIFE INSURANCE CO|Recordkeeper|$42,472|—|$42,472|

| AETNA BEHAVIORAL HEALTH, LLC|Recordkeeper|$29,263|—|$29,263|

| RXBENEFITS|Other Service Provider|$13,288|—|$13,288|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL LIFE INSURANCE CO](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $789,609

### 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|—|—|—|—|—|

| 2021|—|—|—|—|—|

| 2020|—|—|—|—|—|

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