Plan Snapshot
- Plan Sponsor: Delongs INC
- Sponsor EIN: 440528273
- Sponsor Address: 301 DIX RD., JEFFERSON CITY, MO, 65109
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 141
- Total Assets: $778,569
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 | 141 | $778,569 | $0 | $0 |
| 2024 | 132 | $381,291 | $1.5M | $425,665 |
| 2023 | 126 | $343,168 | $564,625 | $382,739 |
| 2022 | 170 | $741,880 | $1.1M | $396,816 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH | Other Service Provider | $88,811 | — | $88,811 |
| WILLIAMS-KEEPERS LLC | Other Service Provider | $25,225 | — | $25,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,036
- Estimated Expense Ratio: 14.647% 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 | $2,625,675 | — | $65,311 | $26,060 | — |
| 2024 | $106,582 | — | $62,740 | $17,050 | — |
| 2023 | $95,046 | — | $53,449 | $14,770 | — |
| 2022 | $100,620 | — | $57,060 | — | $43,560 |