# Fort Wayne Orthopaedics, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/fort-wayne-orthopaedics-llc-351893082-501

> Fort Wayne Orthopaedics, LLC's Health & Welfare plan: 154 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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