Plan Snapshot
- Plan Sponsor: Countrymark Cooperative Holding Corporation
- Sponsor EIN: 352157259
- Sponsor Address: 225 S EAST ST STE 144, INDIANAPOLIS, IN, 462024059
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 512
- Total Assets: $0
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 | 512 | $0 | $8.4M | $1.9M |
| 2023 | 495 | $0 | $7.6M | $1.8M |
| 2022 | 471 | $0 | $5.7M | $1.7M |
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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $317,275 | $22,426 | $339,701 |
| TRUERX MANAGEMENT SERVICES, INC. | Other Service Provider | $138,279 | — | $138,279 |
| LIFECARE | Other Service Provider | $12,504 | — | $12,504 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $490,484
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 | $583,134 | — | $583,134 | — | — |
| 2023 | $389,222 | — | $389,222 | — | — |
| 2022 | $407,249 | — | $407,249 | — | — |