# Associates Health Trust 401(k) Plan
Source: https://planprovider.pro/companies/associates-health-trust-346817365-501

> Associates Health Trust's 401(k) plan: 3,802 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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