Plan Snapshot
- Plan Sponsor: G.M.P.-Employers Retiree Trust
- Sponsor EIN: 236411794
- Sponsor Address: 5245 BIG PINE WAY, S.E., FORT MYERS, FL, 33907
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,126
- Total Assets: $597.6M
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 | 7,126 | $597.6M | $12.7M | $1.6M |
| 2023 | 7,961 | $545.7M | $14.3M | $1.7M |
| 2022 | 8,375 | $532.3M | $15.8M | $1.8M |
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 SC | Other Service Provider | $487,536 | — | $487,536 |
| EXPRESS SCRIPTS | Other Service Provider | $419,865 | — | $419,865 |
| DST HEALTH SOLUTIONS, LLC | Other Service Provider | $309,563 | — | $309,563 |
| VBA | Other Service Provider | $247,017 | — | $247,017 |
| DODGE AND COX | Other Service Provider | $203,072 | — | $203,072 |
| BNY MELLON ASSET SERVICES | Other Service Provider | $192,190 | — | $192,190 |
| LOS ANGELES CAPITAL | Other Service Provider | $190,938 | — | $190,938 |
| TOWERS WATSON DELAWARE INC | Recordkeeper | $183,000 | — | $183,000 |
| JODI HOPPER | Other Service Provider | $152,804 | — | $152,804 |
| CALLAN | Other Service Provider | $120,000 | — | $120,000 |
| WILLIAM BLAIR AND COMPANY | Other Service Provider | $104,087 | — | $104,087 |
| HILL, BARTH AND KING LLC | Auditor | $100,000 | — | $100,000 |
| MARIELLEN KING | Other Service Provider | $94,949 | — | $94,949 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $93,062 | — | $93,062 |
| DIAMOND HILL CAPITAL | Other Service Provider | $87,370 | — | $87,370 |
| GDIT | Other Service Provider | $59,844 | — | $59,844 |
| CHANGE HEALTHCARE | Other Service Provider | $58,524 | — | $58,524 |
| TRACY M. MCFADDEN | Other Service Provider | $51,286 | — | $51,286 |
| JACQUELINE KNIGHT | Other Service Provider | $49,542 | — | $49,542 |
| SHARI GORDON | Other Service Provider | $46,204 | — | $46,204 |
| KATHRYN MOHR | Other Service Provider | $41,448 | — | $41,448 |
| JENNIFER WHITE | Other Service Provider | $40,976 | — | $40,976 |
| TEAMLOGIC IT | Other Service Provider | $40,450 | — | $40,450 |
| SANDRA GLASE | Other Service Provider | $39,834 | — | $39,834 |
| CARRIE OLESON | Other Service Provider | $39,444 | — | $39,444 |
| MARY GASPAR | Other Service Provider | $34,799 | — | $34,799 |
| MARIE HEARD | Other Service Provider | $27,519 | — | $27,519 |
| TRIFECTA HOME SOLUTIONS LLC | Other Service Provider | $21,967 | — | $21,967 |
| EXPRESS EMPLOYMENT SERVICES INC | Other Service Provider | $21,780 | — | $21,780 |
| MARY PEACOCK | Other Service Provider | $21,208 | — | $21,208 |
| CHERYL DEVLIN | Other Service Provider | $20,960 | — | $20,960 |
| ROBISON, CURPHEY AND O'CONNELL | Other Service Provider | $17,056 | — | $17,056 |
| FIRST HEALTH | Other Service Provider | $13,691 | — | $13,691 |
| PRINCIPAL FINANCIAL SERVICES | Other Service Provider | $11,143 | — | $11,143 |
| UNITED MECHANICAL, LLC | Other Service Provider | $11,043 | — | $11,043 |
| FLORIDA POWER AND LIGHT | Other Service Provider | $10,058 | — | $10,058 |
| ERICKSON'S DRYING SYSTEMS, INC | Other Service Provider | $9,594 | — | $9,594 |
| ISLAND COAST LAWN & LANDSCAPE | Other Service Provider | $6,800 | — | $6,800 |
| BRYAN ROTH | Other Service Provider | $6,289 | — | $6,289 |
| CONTEXT 4 HEALTHCARE, INC | Other Service Provider | $5,803 | — | $5,803 |
| CHRISTIAN PHILLIPPI | Other Service Provider | $5,773 | — | $5,773 |
| PASSAGEWAYS, INC | Other Service Provider | $5,400 | — | $5,400 |
| NEW DIRECTIONS BEHAVIORAL HEALTH | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE INC — Recordkeeper
- HILL, BARTH AND KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,708,888
- Estimated Expense Ratio: 0.621% 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 |
|---|---|---|---|---|---|
| 2024 | $4,203,594 | $995,842 | — | — | — |
| 2023 | $4,056,754 | $911,423 | — | — | — |
| 2022 | $4,424,209 | $1,209,883 | — | — | $374,112 |