Plan Snapshot
- Plan Sponsor: Conmed Corporation
- Sponsor EIN: 160977505
- Sponsor Address: 11311 CONCEPT BOULEVARD, LARGO, FL, 33773
- Plan Type: DB
- Total Participants: 383
- Total Assets: $65.7M
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 | 383 | $65.7M | $0 | $0 |
| 2023 | 413 | $65.9M | $0 | $0 |
| 2022 | 438 | $62.4M | $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 |
|---|---|---|---|---|
| MERCER (US) LLC | NONE | $215,995 | — | $215,995 |
| PRIME BUCHHOLZ & ASSOCIATES | NONE | $76,571 | — | $76,571 |
| BANK OF AMERICA | NONE | $67,289 | — | $67,289 |
| EAGLE CAPITAL MANAGEMENT, LLC | NONE | $55,530 | — | $55,530 |
| INSERO & COMPANY CPAS, LLP | NONE | $16,400 | — | $16,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT, LLC — NONE
- INSERO & COMPANY CPAS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $431,785
- Estimated Expense Ratio: 0.657% 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 | $926,298 | $132,189 | — | $16,400 | — |
| 2023 | $1,125,609 | $123,800 | — | $16,660 | — |
| 2022 | $1,361,528 | $131,228 | — | — | $290,004 |