# Electric Power Research Institute Health & Welfare Plan
Source: https://planprovider.pro/companies/electric-power-research-institute-237175375-508

> Electric Power Research Institute's Health & Welfare plan: 1,010 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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