# Conlin'S Furniture, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/conlin-s-furniture-inc-810384581-502

> Conlin'S Furniture, INC.'s Health & Welfare plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conlin'S Furniture, INC.

- **Sponsor EIN:** 810384581

- **Sponsor Address:** 739 S 20TH ST W, BILLINGS, MT, 59102

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 88

- **Total Assets:** $791,266

## 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|88|$791,266|$741,396|$382,842|

| 2023|116|$946,206|$792,209|$426,226|

| 2022|104|$813,707|$758,042|$407,472|

## 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|

| PAYNEWEST INSURANCE INC|Other Service Provider|$22,410|—|$22,410|

| EIDE BAILLY LLP|Auditor|$17,695|—|$17,695|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,105

- **Estimated Expense Ratio:** 5.068% 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|$108,263|—|$68,158|—|—|

| 2023|$109,509|—|$71,727|—|—|

| 2022|$106,713|—|$69,183|—|$13,050|

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