Plan Snapshot
- Plan Sponsor: Conner & Winters, LLP
- Sponsor EIN: 731388566
- Sponsor Address: 4100 FIRST PLACE TOWER, TULSA, OK, 74103
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 137
- Total Assets: $110,291
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 | 137 | $110,291 | $1.8M | $635,696 |
| 2023 | 139 | $259,063 | $1.6M | $609,454 |
| 2022 | 137 | $524,119 | $2.0M | $657,932 |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF OKLAHOMA | Other Service Provider | $550,185 | — | $550,185 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $550,185
- Estimated Expense Ratio: 498.849% 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 | $166,510 | — | $166,510 | — | — |
| 2023 | $115,965 | — | — | — | — |
| 2022 | $117,027 | $117,027 | — | — | — |