# Blue Heron Companies, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/blue-heron-companies-llc-861125471-502

> Blue Heron Companies, LLC's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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