Plan Snapshot
- Plan Sponsor: Cook Group Incorporated
- Sponsor EIN: 351084188
- Sponsor Address: COOK GROUP HEALTH PLAN ADV. COMM., BLOOMINGTON, IN, 474021608
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 6,907
- Total Assets: $7.6M
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 | 6,907 | $7.6M | $106.7M | $18.8M |
| 2023 | 6,901 | $9.7M | $97.0M | $18.0M |
| 2022 | 7,328 | $7.6M | $99.1M | $17.3M |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANY, INC. | Other Service Provider | $1,926,197 | — | $1,926,197 |
| PROFESSIONAL BENEFIT ADMINISTRATORS | Other Service Provider | $1,308,261 | — | $1,308,261 |
| TRUESCRIPTS MANAGEMENT SERVICES | Other Service Provider | $1,276,698 | — | $1,276,698 |
| DELTA DENTAL OF INDIANA | Other Service Provider | $286,167 | — | $286,167 |
| RONALD F. REMAK INSURANCE, INC | Other Service Provider | — | $61,948 | $61,948 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,859,271
- Estimated Expense Ratio: 63.817% 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 | $4,797,323 | — | $4,511,156 | — | — |
| 2023 | $4,933,216 | — | $4,653,086 | — | — |
| 2022 | $5,291,650 | — | $4,900,582 | — | — |