Plan Snapshot
- Plan Sponsor: Bupa Worldwide Corporation
- Sponsor EIN: 592729914
- Sponsor Address: 18001 OLD CUTLER ROAD SUITE 300, PALMETTO BAY, FL, 33157
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 82 | $21.5M | $505,635 | $783,669 |
| 2023 | 87 | $22.1M | $643,562 | $884,167 |
| 2022 | 113 | $23.6M | $798,423 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $75,582 | $42,940 | — | — | — |
| 2023 | $80,797 | $44,943 | — | — | — |
| 2022 | $85,220 | — | — | — | — |