Plan Snapshot
- Plan Sponsor: Baker & Botts L.L.P.
- Sponsor EIN: 741195457
- Sponsor Address: 910 LOUISIANA STREET, HOUSTON, TX, 770024995
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,079
- Total Assets: $2.4M
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 | 1,079 | $2.4M | $2.6M | $7.8M |
| 2023 | 1,101 | $5.8M | $4.1M | $8.2M |
| 2022 | 1,115 | $7.8M | $4.3M | $8.2M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $572,758 | — | $572,758 |
| PRINCIPAL BANK | Other Service Provider | $19,992 | — | $19,992 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $592,750
- Estimated Expense Ratio: 24.225% 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 | $1,795,872 | — | $1,527,534 | — | — |
| 2023 | $1,012,309 | — | $980,444 | — | — |
| 2022 | $494,433 | $32,567 | $461,866 | — | — |