Plan Snapshot
- Plan Sponsor: Butler Weihmuller Katz Craig LLP
- Sponsor EIN: 592328807
- Sponsor Address: 400 N. ASHLEY DRIVE SUITE 2300, TAMPA, FL, 33602
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 334
- Total Assets: $1.2M
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 | 334 | $1.2M | $4.7M | $790,344 |
| 2023 | 362 | $902,589 | $4.7M | $757,814 |
| 2022 | 332 | $1.0M | $4.3M | $774,512 |
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 |
|---|---|---|---|---|
| OPTUMRX, INC. | Other Service Provider | $1,284,407 | $380 | $1,284,787 |
| UMR, INC. | Other Service Provider | $185,526 | $4,382 | $189,908 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,474,695
- Estimated Expense Ratio: 126.061% 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 | $197,725 | — | — | — | — |
| 2023 | $196,016 | — | — | — | — |
| 2022 | $211,850 | — | — | — | — |