# Crete Carrier Corporation Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/crete-carrier-corporation-470496288-501

> Crete Carrier Corporation&#39;s Health &amp; Welfare plan: 6,155 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Crete Carrier Corporation

- **Sponsor EIN:** 470496288

- **Sponsor Address:** 400 NW 56TH STREET, LINCOLN, NE, 68528

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 6,155

- **Total Assets:** $6.2M

## 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.|

| 2025|6,155|$6.2M|$0|$0|

| 2024|6,117|$5.6M|$50.9M|$26.2M|

| 2023|6,442|$4.6M|$47.1M|$27.0M|

| 2022|6,232|$5.6M|$54.8M|$23.7M|

## 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|

| HIGHMARK, INC|Other Service Provider|$2,558,052|—|$2,558,052|

| MAXCARE LLC|Other Service Provider|$560,287|—|$560,287|

| AMERITAS LIFE INSURANCE CORP|Other Service Provider|$296,575|—|$296,575|

| FORVIS MAZARS, LLP|Auditor|$29,325|—|$29,325|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,444,239

- **Estimated Expense Ratio:** 55.762% 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|

| 2025|$72,242,171|—|$3,416,860|—|—|

| 2024|$3,569,112|—|$3,467,513|—|—|

| 2023|$3,308,523|—|$3,215,717|—|—|

| 2022|$2,643,545|—|$2,588,393|—|$55,152|

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