Plan Snapshot
- Plan Sponsor: Cbc Companies, INC.
- Sponsor EIN: 310727305
- Sponsor Address: 1651 NW PROFESSIONAL PLZ, COLUMBUS, OH, 432203866
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 518
- Total Assets: $330,770
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 | 518 | $330,770 | $4.9M | $2.4M |
| 2023 | 548 | $245,932 | $4.7M | $2.6M |
| 2022 | 654 | $615,996 | $6.2M | $3.0M |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $137,034 | $495,101 | $632,135 |
| HORAN ASSOCIATES INC | Other Service Provider | — | $109,795 | $109,795 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $741,930
- Estimated Expense Ratio: 224.304% 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 | — | — | — | — | — |
| 2023 | $1,001,102 | — | $1,001,102 | — | — |
| 2022 | $1,404,458 | — | $1,404,458 | — | — |