Plan Snapshot
- Plan Sponsor: Associated Universities INC.
- Sponsor EIN: 111630900
- Sponsor Address: 2650 PARK TOWER DRIVE, SUITE 700, VIENNA, VA, 22180
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 0
- Total Assets: $541,927
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 | 0 | $541,927 | $855,664 | $0 |
| 2023 | 0 | $471,462 | $854,409 | $0 |
| 2022 | 0 | $413,555 | $822,298 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Other Service Provider | $10,773 | — | $10,773 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,773
- Estimated Expense Ratio: 1.988% 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 | $10,773 | — | $10,773 | — | — |
| 2023 | $10,630 | — | $10,630 | — | — |
| 2022 | $10,455 | — | $10,455 | — | — |