Plan Snapshot
- Plan Sponsor: Electric Power Research Institute
- Sponsor EIN: 237175375
- Sponsor Address: 3420 HILLVIEW AVENUE, PALO ALTO, CA, 94304
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 1,010
- Total Assets: $1.4M
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 | 1,010 | $1.4M | $0 | $808,302 |
| 2023 | 1,071 | $1.2M | $0 | $684,024 |
| 2022 | 926 | $1.1M | $0 | $485,237 |
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 |
|---|---|---|---|---|
| LARKIN BENEFIT ADMINISTRATORS | Other Service Provider | $106,198 | — | $106,198 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,198
- Estimated Expense Ratio: 7.382% 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 | $106,198 | — | $106,198 | — | — |
| 2023 | $110,696 | — | $110,696 | — | — |
| 2022 | $76,941 | — | $76,941 | — | — |