Plan Snapshot
- Plan Sponsor: Central Bancompany, INC.
- Sponsor EIN: 430959114
- Sponsor Address: 238 MADISON ST, JEFFERSON CITY, MO, 651013230
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 2,163
- Total Assets: $9.3M
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 | 2,163 | $9.3M | $18.1M | $8.2M |
| 2023 | 2,193 | $11.2M | $16.4M | $7.3M |
| 2022 | 2,160 | $10.9M | $13.4M | $7.8M |
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 |
|---|---|---|---|---|
| OPTUM RX INC | Other Service Provider | $7,621,054 | $9 | $7,621,063 |
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $1,468,520 | — | $1,468,520 |
| MERCER HEALTH AND BENEFITS LLC | Investment Advisor | $132,620 | — | $132,620 |
| DELTA DENTAL OF MISSOURI | Other Service Provider | $106,128 | — | $106,128 |
| CURALINC, LLC | Other Service Provider | $59,098 | — | $59,098 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,387,429
- Estimated Expense Ratio: 101.068% 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 | $2,124,339 | — | $1,958,736 | — | — |
| 2023 | $1,952,249 | — | $1,796,499 | — | — |
| 2022 | $1,800,454 | — | $1,764,841 | — | — |