Plan Snapshot
- Plan Sponsor: Bfa Holdings, LLC
- Sponsor EIN: 842130201
- Sponsor Address: 5150 REED ROAD, COLUMBUS, OH, 43220
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 85
- Total Assets: $1,219
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. |
|---|---|---|---|---|
| 2025 | 85 | $1,219 | $0 | $0 |
| 2024 | 77 | $83,571 | $365,175 | $241,237 |
| 2023 | 86 | $2,055 | $503,994 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $52,757 | — | $52,757 |
| MARSH & MCLENNAN AGENCY, LLC | Investment Advisor | $29,520 | — | $29,520 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $18,990 | — | $18,990 |
| REVIVEHEALTH | Other Service Provider | $12,870 | — | $12,870 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,137
- Estimated Expense Ratio: 9363.167% 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 |
|---|---|---|---|---|---|
| 2025 | $1,201,169 | — | — | — | — |
| 2024 | $616,134 | — | — | — | — |
| 2023 | $521,642 | — | — | — | — |