Plan Snapshot
- Plan Sponsor: Cpc Commodities
- Sponsor EIN: 271862824
- Sponsor Address: 98 CELSOR ROAD, FOUNTAIN RUN, KY, 42133
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 123
- Total Assets: $10,613
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 | 123 | $10,613 | $1.1M | $0 |
| 2023 | 141 | $30,124 | $995,095 | $0 |
| 2022 | 121 | $53,944 | $851,366 | $0 |
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 | Other Service Provider | $40,471 | — | $40,471 |
| BENEFIT INSURANCE MARKETING | Other Service Provider | $28,366 | — | $28,366 |
| THE BENECON GROUP LLC | Other Service Provider | $22,971 | — | $22,971 |
| CONNECTCARE 3 | Other Service Provider | $7,504 | — | $7,504 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,312
- Estimated Expense Ratio: 935.758% 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 | $99,325 | — | $91,810 | — | — |
| 2023 | $108,566 | — | $100,199 | — | — |
| 2022 | $90,734 | — | $61,412 | — | — |