Plan Snapshot
- Plan Sponsor: Columbian Mutual Life Insurance Co.
- Sponsor EIN: 150274455
- Sponsor Address: 4704 VESTAL PARKWAY EAST, BINGHAMTON, NY, 13902
- Plan Type: DB
- Total Participants: 57
- Total Assets: $80.7M
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 | 57 | $80.7M | $0 | $0 |
| 2023 | 89 | $86.3M | $1.6M | $0 |
| 2022 | 24 | $84.6M | $0 | $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 |
|---|---|---|---|---|
| MILLIMAN INC. | Recordkeeper | $153,955 | — | $153,955 |
| AON CONSULTING INC. | Recordkeeper | $133,141 | — | $133,141 |
| MORGAN & LEWIS | ERISA Attorney | $69,814 | — | $69,814 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $51,721 | — | $51,721 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- AON CONSULTING INC. — Recordkeeper
- MORGAN & LEWIS — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $408,631
- Estimated Expense Ratio: 0.506% 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 | $846,344 | $49,452 | $267,248 | — | — |
| 2023 | $1,265,952 | — | $137,108 | — | — |
| 2022 | — | — | — | — | — |