Plan Snapshot
- Plan Sponsor: Central Supply Company, INC.
- Sponsor EIN: 351358209
- Sponsor Address: 8900 EAST 30TH STREET, INDIANAPOLIS, IN, 46219
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 164
- Total Assets: $522,886
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 | 164 | $522,886 | $1.9M | $308,500 |
| 2023 | 167 | $760,453 | $2.4M | $304,708 |
| 2022 | 164 | $310,006 | $1.4M | $263,216 |
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 |
|---|---|---|---|---|
| UMR INC | Other Service Provider | $101,516 | $6,743 | $108,259 |
| APEX BENEFITS GROUP, INC. | Other Service Provider | — | $89,988 | $89,988 |
| TRUE RX HEALTH STRATEGISTS | Other Service Provider | $11,638 | — | $11,638 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $209,885
- Estimated Expense Ratio: 40.140% 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 | $313,289 | — | $126,652 | — | — |
| 2023 | $315,713 | — | $134,912 | — | — |
| 2022 | $284,491 | — | — | — | $119,309 |