Plan Snapshot
- Plan Sponsor: Fermilab
- Sponsor EIN: 571239010
- Sponsor Address: MS 126, BATAVIA, IL, 605105011
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 42
- Total Assets: $20.7M
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 | 42 | $20.7M | $0 | $0 |
| 2023 | 42 | $19.6M | $0 | $0 |
| 2022 | 42 | $18.2M | $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 |
|---|---|---|---|---|
| TRUIST BANK | Custodian / Trustee | $65,128 | — | $65,128 |
| HEALTH CARE SERVICES CORPORATION | Other Service Provider | $30,924 | — | $30,924 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,052
- Estimated Expense Ratio: 0.465% 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 | $739,601 | — | — | — | — |
| 2023 | $609,169 | — | — | — | — |
| 2022 | $878,396 | — | — | — | — |