Plan Snapshot
- Plan Sponsor: Baker Distributing Corporation
- Sponsor EIN: 030215576
- Sponsor Address: P.O. BOX 50, NORTH CLARENDON, VT, 05759
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 203
- Total Assets: $0
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 | 203 | $0 | $0 | $0 |
| 2023 | 196 | $0 | $0 | $0 |
| 2022 | 204 | $0 | $0 | $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 |
|---|---|---|---|---|
| NATIONAL HEALTH INSURANCE COMPANY | Other Service Provider | $52,251 | — | $52,251 |
| CIGNA HEALTH & LIFE INSURANCE CO. | Other Service Provider | $26,042 | — | $26,042 |
| ALLSTATE BENEFITS | Other Service Provider | $21,284 | — | $21,284 |
| CROSS BENEFIT SOLUTIONS | Other Service Provider | $10,880 | — | $10,880 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,457
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |