# Connecticut College Health & Welfare Plan
Source: https://planprovider.pro/companies/connecticut-college-060646587-515

> Connecticut College's Health & Welfare plan: 420 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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