# Clippard Instrument Laboratory,INC Health & Welfare Plan
Source: https://planprovider.pro/companies/clippard-instrument-laboratory-inc-310509028-501

> Clippard Instrument Laboratory,INC's Health & Welfare plan: 136 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Clippard Instrument Laboratory,INC

- **Sponsor EIN:** 310509028

- **Sponsor Address:** 7390 COLERAIN AVENUE, CINCINNATI, OH, 452395396

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 136

- **Total Assets:** $265,800

## 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|136|$265,800|$0|$0|

| 2024|135|$152,361|$1.8M|$582,168|

| 2023|149|$322,217|$1.8M|$649,025|

| 2022|164|$355,319|$1.6M|$563,823|

## 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|

| CUSTOM DESIGN BENEFITS, LLC|Recordkeeper|$90,903|—|$90,903|

| HUB INTERNATIONAL LIMITED|Insurance Carrier|$42,287|—|$42,287|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,190

- **Estimated Expense Ratio:** 50.109% 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|$2,721,553|—|$90,903|—|—|

| 2024|$129,435|—|$129,425|—|—|

| 2023|$145,941|—|$145,941|—|—|

| 2022|$140,964|—|$140,964|—|—|

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