Plan Snapshot
- Plan Sponsor: Budweiser Distributing Company Of Borger, LP
- Sponsor EIN: 751325404
- Sponsor Address: 100 S PHILADELPHIA, AMARILLO, TX, 79105
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 98
- 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 | 98 | $0 | $0 | $0 |
| 2024 | 100 | $0 | $1.0M | $473,568 |
| 2022 | 105 | $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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $64,813 | — | $64,813 |
| UPSHAW INSURANCE AGENCY | Insurance Carrier | $30,875 | — | $30,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,688
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 | $1,101,631 | — | $95,687 | — | — |
| 2024 | $92,498 | — | $92,498 | — | — |
| 2022 | $1,266,618 | — | $91,926 | — | — |