# Cbc Companies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/cbc-companies-inc-310727305-501

> Cbc Companies, INC.'s Health & Welfare plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Concentrix Cvg Corporation](https://planprovider.pro/companies/concentrix-cvg-corporation-401k-plan) — 35,537 participants

- [American Financial Group, INC.](https://planprovider.pro/companies/american-financial-group-inc-401k-plan) — 7,790 participants

- [American Financial Group, INC.](https://planprovider.pro/companies/american-financial-group-inc-311544320-501) — 7,135 participants

- [Chemed Corporation](https://planprovider.pro/companies/chemed-corporation-401k-plan) — 4,702 participants

- [Meggitt-Usa, INC.](https://planprovider.pro/companies/meggitt-usa-inc-401k-plan) — 4,336 participants

- [Cincinnati Bell, INC.](https://planprovider.pro/companies/cincinnati-bell-inc-311056105-509) — 2,668 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cbc-companies-inc-310727305-501)

© 2026 PlanProvider.Pro