Plan Snapshot
- Plan Sponsor: Community Care Physicians Network, LLC
- Sponsor EIN: 866586606
- Sponsor Address: 110 DONMOOR COURT, GARNER, NC, 27529
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.9M
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 | 0 | $1.9M | $0 | $0 |
| 2024 | 568 | $3.9M | $9.3M | $0 |
| 2023 | 615 | $4.6M | $8.5M | $0 |
| 2022 | 539 | $4.7M | $8.6M | $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 |
|---|---|---|---|---|
| BCBS OF NORTH CAROLINA | Other Service Provider | $251,970 | — | $251,970 |
| VIMLY BENEFIT SOLUTIONS | Other Service Provider | $180,000 | — | $180,000 |
| SCOTT INSURANCE | Other Service Provider | $150,000 | — | $150,000 |
| WAKELY CONSULTING | Other Service Provider | $67,200 | — | $67,200 |
| CHERRY BEKAERT LLP | Other Service Provider | $47,100 | — | $47,100 |
| GRADIENT AI | Other Service Provider | $11,333 | — | $11,333 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $707,603
- Estimated Expense Ratio: 36.531% 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 | $11,384,035 | — | $29,342 | — | — |
| 2024 | $1,124,989 | — | $865,230 | — | — |
| 2023 | $702,523 | — | $372,824 | — | — |
| 2022 | $759,307 | — | — | — | $759,307 |