Plan Snapshot
- Plan Sponsor: Blue Heron Companies, LLC
- Sponsor EIN: 861125471
- Sponsor Address: 7000 LINDELL RD., LAS VEGAS, NV, 89118
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- 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 | 0 | $0 | $1.4M | $393,140 |
| 2023 | 209 | $490,029 | $1.4M | $426,694 |
| 2022 | 220 | $143,770 | $215,108 | $66,535 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (DENVER, CO) | Other Service Provider | $27,566 | — | $27,566 |
| THE BENECON GROUP, LLC | Investment Advisor | $12,575 | — | $12,575 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $11,535 | — | $11,535 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,676
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 | $558,924 | $46,108 | $86,572 | — | — |
| 2023 | $599,007 | $53,035 | $111,063 | — | — |
| 2022 | $90,223 | $8,109 | $15,948 | — | — |