Plan Snapshot
- Plan Sponsor: Conexus Insurance Partners, INC.
- Sponsor EIN: 874170846
- Sponsor Address: 11080 CIRCLE POINT ROAD, WESTMINSTER, CO, 80020
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 32
- Total Assets: $7,959
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 | 32 | $7,959 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $20,826 | — | $20,826 |
| CONEXUS INSURANCE PARTNERS | Investment Advisor | $12,600 | — | $12,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,426
- Estimated Expense Ratio: 419.977% 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 | $232,170 | — | — | — | — |