Plan Snapshot
- Plan Sponsor: F. A. Bartlett Tree Expert Co.
- Sponsor EIN: 060254490
- Sponsor Address: 1290 EAST MAIN STREET, STAMFORD, CT, 06905
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,654
- Total Assets: $398,305
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 | 1,654 | $398,305 | $12.8M | $7.9M |
| 2023 | 1,591 | $334,979 | $14.3M | $6.9M |
| 2022 | 1,550 | $257,866 | $10.9M | $6.3M |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $765,537 | — | $765,537 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $765,537
- Estimated Expense Ratio: 192.199% 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 | $805,537 | — | $805,537 | — | — |
| 2023 | $1,041,426 | — | $1,041,426 | — | — |
| 2022 | $979,089 | — | $979,089 | — | — |