Plan Snapshot
- Plan Sponsor: Associates Health Trust
- Sponsor EIN: 346817365
- Sponsor Address: 29500 SOLON ROAD, SOLON, OH, 44139
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,802
- Total Assets: $14.5M
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 | 3,802 | $14.5M | $51.7M | $10.1M |
| 2023 | 4,073 | $14.8M | $48.5M | $10.0M |
| 2022 | 4,003 | $10.8M | $51.2M | $10.1M |
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 |
|---|---|---|---|---|
| QUANTUM HEALTH, INC | Other Service Provider | $1,071,649 | — | $1,071,649 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | Other Service Provider | $1,027,125 | — | $1,027,125 |
| AMERIBEN | Other Service Provider | $938,000 | — | $938,000 |
| LIVONGO HEALTH INC. | Other Service Provider | $426,515 | — | $426,515 |
| METROPOLITAN LIFE INSURANCE CO. | Other Service Provider | $155,080 | — | $155,080 |
| UNITED BEHAVIORAL HEALTH | Other Service Provider | $121,783 | — | $121,783 |
| OPTUMRX INC. | Other Service Provider | $67,177 | — | $67,177 |
| UMR,INC | Other Service Provider | $54,650 | — | $54,650 |
| TELADOC HEALTH INC. | Other Service Provider | $41,855 | — | $41,855 |
| BUSINESSOLVER.COM INC. | Other Service Provider | $25,345 | — | $25,345 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,929,179
- Estimated Expense Ratio: 27.151% 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 | $3,929,179 | — | $3,929,179 | — | — |
| 2023 | $3,633,865 | — | $3,633,865 | — | — |
| 2022 | $3,125,549 | — | $3,125,549 | — | — |