# Depauw University Health & Welfare Plan
Source: https://planprovider.pro/companies/depauw-university-350869045-516

> Depauw University's Health & Welfare plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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