# Fbd Partnership LP Health & Welfare Plan
Source: https://planprovider.pro/companies/fbd-partnership-lp-742797809-501

> Fbd Partnership LP's Health & Welfare plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fbd Partnership LP

- **Sponsor EIN:** 742797809

- **Sponsor Address:** 8161 INTERCHANGE PKWY STE 115, SAN ANTONIO, TX, 782181545

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 173

- **Total Assets:** $392,695

## 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|173|$392,695|$1.7M|$860,374|

| 2023|174|$42,860|$2.0M|$889,160|

| 2022|162|$110,289|$2.0M|$829,971|

## 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|$12,333|$14,142|$26,475|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,475

- **Estimated Expense Ratio:** 6.742% 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|$120,389|—|$120,389|—|—|

| 2023|$145,620|—|$145,620|—|—|

| 2022|$128,738|—|$128,738|—|—|

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