# Crb Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/crb-group-inc-843462211-508

> Crb Group, INC.'s Health & Welfare plan: 765 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crb Group, INC.

- **Sponsor EIN:** 843462211

- **Sponsor Address:** 1251 NW BRIARCLIFF PARKWAY, KANSAS CITY, MO, 64116

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 765

- **Total Assets:** $1.8M

## 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|765|$1.8M|$9.6M|$3.8M|

| 2023|926|$1.7M|$11.8M|$4.4M|

| 2022|1,270|$2.6M|$10.1M|$4.6M|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$468,054|—|$468,054|

| CBIZ BENEFITS & INSURANCE SERVICES|Other Service Provider|$165,000|—|$165,000|

| THE GUARDIAN LIFE INSURANCE COMPANY|Recordkeeper|$43,600|—|$43,600|

| COMMERCE BANK|Other Service Provider|$12,500|—|$12,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE GUARDIAN LIFE INSURANCE COMPANY](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $689,154

- **Estimated Expense Ratio:** 38.332% 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|$689,064|$12,500|$511,564|—|—|

| 2023|$612,312|—|$434,812|—|—|

| 2022|$707,422|—|$522,151|—|$177,500|

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