# Burgess & Niple INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/burgess-niple-inc-310885550-501

> Burgess & Niple INC.'s Health & Welfare plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burgess & Niple INC.

- **Sponsor EIN:** 310885550

- **Sponsor Address:** 330 RUSH ALY STE 700, COLUMBUS, OH, 432153932

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 436

- **Total Assets:** $1.3M

## 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|436|$1.3M|$5.8M|$1.4M|

| 2023|401|$1.7M|$4.6M|$1.2M|

| 2022|335|$2.2M|$3.9M|$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|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$116,769|—|$116,769|

| GBQ PARTNERS|Auditor|$23,350|—|$23,350|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GBQ PARTNERS](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,119

- **Estimated Expense Ratio:** 10.438% of plan assets

### 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|$151,519|—|$116,769|$23,350|—|

| 2023|$158,472|—|$142,885|$13,550|—|

| 2022|$243,594|—|$201,283|—|$12,650|

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