Plan Snapshot
- Plan Sponsor: Christ Community Health Services Augusta
- Sponsor EIN: 205404353
- Sponsor Address: 127 TELFAIR STREET, AUGUSTA, GA, 30901
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 86
- Total Assets: $1,623
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. |
|---|---|---|---|---|
| 2025 | 86 | $1,623 | $0 | $0 |
| 2024 | 79 | $30,422 | $77,522 | $1,656 |
| 2023 | 83 | $4,332 | $875,725 | $22,014 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $67,485 | — | $67,485 |
| ACRISURE LLC (HEAD CAPITAL ADVISORS | Investment Advisor | $34,790 | — | $34,790 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $8,092 | — | $8,092 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,367
- Estimated Expense Ratio: 6800.185% 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 |
|---|---|---|---|---|---|
| 2025 | $1,155,926 | — | — | — | — |
| 2024 | -$25,251 | — | — | — | — |
| 2023 | $1,086,847 | — | — | — | — |