# Cherokee Nation Businesses, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/cherokee-nation-businesses-llc-113784371-505

> Cherokee Nation Businesses, LLC's Health & Welfare plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cherokee Nation Businesses, LLC

- **Sponsor EIN:** 113784371

- **Sponsor Address:** 2ND W. 2ND STREET, TULSA, OK, 74103

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 272

- **Total Assets:** $5.3M

## 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|272|$5.3M|$1.6M|$349,197|

| 2023|737|$5.0M|$2.7M|$614,955|

| 2022|651|$2.9M|$2.5M|$662,699|

## 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|$35,007|—|$35,007|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,007

- **Estimated Expense Ratio:** 0.659% 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|$35,007|—|$35,007|—|—|

| 2023|$72,066|—|$72,066|—|—|

| 2022|$50,393|—|$39,425|—|—|

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