# Forum Energy Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/forum-energy-services-inc-900778250-501

> Forum Energy Services, INC.'s Health & Welfare plan: 1,067 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forum Energy Services, INC.

- **Sponsor EIN:** 900778250

- **Sponsor Address:** 10344 SAM HOUSTON PARK DRIVE, HOUSTON, TX, 77064

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,067

- **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|1,067|$0|$0|$0|

| 2023|1,104|$0|$0|$0|

| 2022|1,079|$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|

| BLUECROSS BLUESHIELD OF TEXAS|Other Service Provider|$609,714|—|$609,714|

| LINCOLN NATIONAL LIFE|Recordkeeper|$47,485|—|$47,485|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL LIFE](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $657,199

### 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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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/forum-energy-services-inc-900778250-501)

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