Plan Snapshot
- Plan Sponsor: Bruckner Truck Sales
- Sponsor EIN: 750972825
- Sponsor Address: P.O. BOX 31958, AMARILLO, TX, 79120
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,368
- 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. |
|---|---|---|---|---|
| 2025 | 1,368 | $0 | $0 | $0 |
| 2024 | 1,315 | $0 | $11.7M | $5.3M |
| 2023 | 1,265 | $0 | $13.9M | $2.9M |
| 2022 | 1,149 | $0 | $11.6M | $3.4M |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $560,212 | — | $560,212 |
| AMERICAN HEALTH HOLDING, INC. | Other Service Provider | $74,095 | — | $74,095 |
| PCM RX MANAGEMENT | Other Service Provider | $20,138 | — | $20,138 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $654,445
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 | $20,069,284 | — | $866,010 | — | — |
| 2024 | $812,740 | — | $806,960 | — | — |
| 2023 | $838,976 | — | $838,976 | — | — |
| 2022 | $819,937 | — | $456,576 | — | — |