Plan Snapshot
- Plan Sponsor: Fort Wayne Orthopaedics, LLC
- Sponsor EIN: 351893082
- Sponsor Address: PO BOX 2526, FORT WAYNE, IN, 468012526
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 154
- Total Assets: $49,532
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 | 154 | $49,532 | $0 | $0 |
| 2024 | 152 | $177,697 | $1.7M | $535,271 |
| 2023 | 151 | $3,615 | $1.7M | $552,990 |
| 2022 | 151 | $162,193 | $1.5M | $514,342 |
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 |
|---|---|---|---|---|
| AUTOMATED GROUP ADMINISTRATION, INC | Other Service Provider | $65,021 | — | $65,021 |
| MARKETING DIVERSIFIED SERVICES, INC | Other Service Provider | $10,794 | — | $10,794 |
| MED PARTNERS/THREE RIVERS PREFERRED | Other Service Provider | $9,708 | — | $9,708 |
| CHAR LEE CORP | Other Service Provider | $6,732 | — | $6,732 |
| TELEDOC HEALTH INC. | Other Service Provider | $6,588 | — | $6,588 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,843
- Estimated Expense Ratio: 199.554% 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 |
|---|---|---|---|---|---|
| 2025 | $2,348,302 | $30,292 | $65,021 | — | — |
| 2024 | $92,796 | $30,006 | $62,790 | — | — |
| 2023 | $88,199 | $29,699 | $58,500 | — | — |
| 2022 | $83,782 | $27,828 | $55,954 | — | — |