# Freedom Bank Of Southern Missouri Health & Welfare Plan
Source: https://planprovider.pro/companies/freedom-bank-of-southern-missouri-431862603-502

> Freedom Bank Of Southern Missouri's Health & Welfare plan: 98 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Freedom Bank Of Southern Missouri

- **Sponsor EIN:** 431862603

- **Sponsor Address:** 97 SOUTH MAIN, CASSVILLE, MO, 65625

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 98

- **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.|

| 2025|98|$0|$0|$0|

| 2024|87|$288,731|$1.0M|$121,683|

| 2023|83|$45,766|$860,638|$88,799|

| 2022|87|$13,632|$757,770|$76,122|

## 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|

| SHOW-ME HEALTH ADMINISTRATORS LLC|Other Service Provider|$29,482|—|$29,482|

| ONEDIGITAL (CLJM, LLC. DBA HM BENEF|Investment Advisor|$27,880|—|$27,880|

| CIGNA|Other Service Provider|$22,290|—|$22,290|

| VALENZ CARE DBA INETICO LLC|Other Service Provider|$7,248|—|$7,248|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,900

### 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|$195,441|—|—|—|—|

| 2024|$857,004|—|—|—|—|

| 2023|$947,255|—|—|—|—|

| 2022|$953,290|—|—|—|—|

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