Plan Snapshot
- Plan Sponsor: Aramark Services, INC Wellness Plan
- Sponsor EIN: 952051630
- Sponsor Address: 2400 MARKET STREET 8TH FLOOR, PHILADELPHIA, PA, 19103
- Plan Type: Health & Welfare
- Plan Number: 546
- Total Participants: 63,062
- Total Assets: $1.6M
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 | 63,062 | $1.6M | $0 | $1.3M |
| 2023 | 62,460 | $1.2M | $0 | $1.3M |
| 2022 | 59,404 | $833,826 | $0 | $1.3M |
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 |
|---|---|---|---|---|
| CIGNA BEHAVORIAL HEALTH | Other Service Provider | $680,911 | — | $680,911 |
| LIVONGO HEALTH INC. | Other Service Provider | $186,797 | — | $186,797 |
| RETHINK AUTISM, INC. | Other Service Provider | $89,698 | — | $89,698 |
| BAKER TILLY US, LLP | Other Service Provider | $25,045 | — | $25,045 |
| CIGNA EAP | Other Service Provider | $12,892 | — | $12,892 |
| PNC BANK | Other Service Provider | $8,424 | — | $8,424 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,003,767
- Estimated Expense Ratio: 63.817% 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 | $1,006,239 | $972,770 | — | $25,045 | — |
| 2023 | $1,010,079 | — | — | $23,420 | — |
| 2022 | $928,996 | — | — | — | — |