Plan Snapshot
- Plan Sponsor: Connecticut College
- Sponsor EIN: 060646587
- Sponsor Address: 270 MOHEGAN AVENUE, NEW LONDON, CT, 063204125
- Plan Type: Health & Welfare
- Plan Number: 515
- Total Participants: 420
- Total Assets: $6.0M
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 | 420 | $6.0M | $366,812 | $246,144 |
| 2023 | 473 | $5.3M | $371,537 | $278,814 |
| 2022 | 479 | $4.4M | $367,693 | $283,577 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $57,018 | — | $57,018 |
| MP P.C. | Other Service Provider | $19,865 | — | $19,865 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,883
- Estimated Expense Ratio: 1.283% 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 | $60,172 | — | $60,172 | — | — |
| 2023 | $57,744 | — | $57,744 | — | — |
| 2022 | $53,974 | — | $53,974 | — | — |