Plan Snapshot
- Plan Sponsor: Essex Industries INC
- Sponsor EIN: 430634211
- Sponsor Address: 7700 GRAVOIS RD, SAINT LOUIS, MO, 631234728
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 367
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 367 | $0 | $0 | $0 |
| 2024 | 386 | $0 | $0 | $0 |
| 2023 | 432 | $0 | $0 | $0 |
| 2022 | 400 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $151,333 | $20,771 | $172,104 |
| HEALTHY ALLIANCE LIFE INSURANCE COM | Recordkeeper | $9,935 | — | $9,935 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,039
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |