Plan Snapshot
- Plan Sponsor: Depauw University
- Sponsor EIN: 350869045
- Sponsor Address: 313 S. LOCUST ST., GREENCASTLE, IN, 46135
- Plan Type: Health & Welfare
- Plan Number: 516
- Total Participants: 9
- Total Assets: $12.6M
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 | 9 | $12.6M | $851,726 | $406,385 |
| 2023 | 19 | $11.8M | $935,546 | $419,491 |
| 2022 | 462 | $10.6M | $979,025 | $337,131 |
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 |
|---|---|---|---|---|
| AMWINS GROUP INC. | Recordkeeper | $152,661 | — | $152,661 |
| THE HOWARD E. NYHART CO, INC. | Recordkeeper | $26,888 | — | $26,888 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,549
- Estimated Expense Ratio: 1.421% 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 | $179,549 | — | $179,549 | — | — |
| 2023 | $188,675 | — | $188,675 | — | — |
| 2022 | $199,006 | — | $199,006 | — | — |