# Fmr LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/fmr-llc-043532603-506

> Fmr LLC's Health & Welfare plan: 67,597 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fmr LLC

- **Sponsor EIN:** 043532603

- **Sponsor Address:** 245 SUMMER STREET V4E, BOSTON, MA, 02210

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 67,597

- **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.|

| 2024|67,597|$0|$0|$0|

| 2023|65,332|$0|$0|$0|

| 2022|59,680|$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|

| UNITED HEALTH CARE INSURANCE CO|Recordkeeper|$24,814,082|—|$24,814,082|

| LYRA CLINICAL ASSOCIATES, P.C.|Recordkeeper|$12,643,264|—|$12,643,264|

| EYEMED|Recordkeeper|$9,672,924|—|$9,672,924|

| CROSSOVER HEALTH GROUP APC|Recordkeeper|$9,236,455|—|$9,236,455|

| PREMISE HEALTH EMPLOYER SOLUTIONS|Recordkeeper|$4,041,383|—|$4,041,383|

| METROPOLITAN LIFE INSURANCE COMPANY|Recordkeeper|$2,973,249|—|$2,973,249|

| CVS CAREMARK|Recordkeeper|$1,586,688|—|$1,586,688|

| LYRA HEALTH, INC.|Recordkeeper|$1,257,199|—|$1,257,199|

| FOLX HEALTH INC|Recordkeeper|$250,000|—|$250,000|

| OPTUMHEALTH CARE SOLUTIONS, LLC|Recordkeeper|$20,584|—|$20,584|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,495,828

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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