# Coleman Professional Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/coleman-professional-services-inc-341240178-501

> Coleman Professional Services, INC.'s Health & Welfare plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coleman Professional Services, INC.

- **Sponsor EIN:** 341240178

- **Sponsor Address:** 5982 RHODES ROAD, KENT, OH, 442404128

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 452

- **Total Assets:** $113,894

## 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|452|$113,894|$6.0M|$796,631|

| 2023|376|$1.3M|$4.2M|$261,395|

| 2022|0|$0|$103|$0|

## 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|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$231,451|—|$231,451|

| THP INSURANCE COMPANIES|Other Service Provider|$89,897|—|$89,897|

| GALLAGHER BENEFIT SERVICES|Other Service Provider|$34,800|—|$34,800|

| HW&CO.|Auditor|$23,398|—|$23,398|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HW&CO.](https://planprovider.pro/provider/hwandco) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $379,546

- **Estimated Expense Ratio:** 333.245% 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|$382,581|—|$321,348|$23,398|—|

| 2023|$292,403|—|$227,669|$19,860|—|

| 2022|—|—|—|—|—|

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