# Conner & Winters, LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/conner-winters-llp-731388566-507

> Conner & Winters, LLP's Health & Welfare plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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