# Denison University Health & Welfare Plan
Source: https://planprovider.pro/companies/denison-university-314379459-510

> Denison University's Health & Welfare plan: 531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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