Plan Snapshot
- Plan Sponsor: Denison University
- Sponsor EIN: 314379459
- Sponsor Address: 100 WEST COLLEGE STREET, GRANVILLE, OH, 43023
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 531
- Total Assets: $16.8M
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 | 531 | $16.8M | $1.5M | $329,088 |
| 2023 | 508 | $14.7M | $1.3M | $338,234 |
| 2022 | 483 | $12.5M | $1.3M | $323,536 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $47,417 | — | $47,417 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,417
- Estimated Expense Ratio: 0.283% 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 | $47,417 | — | $47,417 | — | — |
| 2023 | $45,797 | — | $45,797 | — | — |
| 2022 | $42,984 | — | $42,984 | — | — |