Plan Snapshot
- Plan Sponsor: East Georgia Healthcare Center INC.
- Sponsor EIN: 582001607
- Sponsor Address: 215 N COLEMAN ST, SWAINSBORO, GA, 30401
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 157
- Total Assets: $2,386
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 | 157 | $2,386 | $2.6M | $36,453 |
| 2023 | 161 | $361,125 | $0 | $2.1M |
| 2022 | 151 | $66,209 | $1.9M | $35,135 |
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 |
|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY, LLC (GA) | Investment Advisor | $64,470 | — | $64,470 |
| THE BENECON GROUP, LLC | Investment Advisor | $30,683 | — | $30,683 |
| MERITAIN HEALTH | Other Service Provider | $14,371 | — | $14,371 |
| CONNECTCARE 3 | Other Service Provider | $10,057 | — | $10,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN AGENCY, LLC (GA) — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,581
- Estimated Expense Ratio: 5011.777% 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 | $119,617 | — | $14,371 | — | — |
| 2023 | $121,857 | — | $15,327 | — | — |
| 2022 | $701,561 | — | — | — | $701,561 |