# Covered Insurance Solutions, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/covered-insurance-solutions-llc-814512828-501

> Covered Insurance Solutions, LLC's Health & Welfare plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Covered Insurance Solutions, LLC

- **Sponsor EIN:** 814512828

- **Sponsor Address:** 1391 SPEER BLVD, DENVER, CO, 80204

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 90

- **Total Assets:** $50,920

## 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|90|$50,920|$1.2M|$196|

| 2023|76|$107,207|$553,955|$363,314|

## 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|

| JMB INSURANCE|Investment Advisor|$53,600|—|$53,600|

| THE BENECON GROUP|Investment Advisor|$35,986|—|$35,986|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$13,716|—|$13,716|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,302

- **Estimated Expense Ratio:** 202.871% 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|$1,238,296|—|—|—|—|

| 2023|$879,849|—|—|—|—|

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