Plan Snapshot
- Plan Sponsor: Ge Foodland, INC.
- Sponsor EIN: 751572141
- Sponsor Address: 1105 E BELT LINE RD, CARROLLTON, TX, 750066213
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 95
- Total Assets: $1.4M
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 | 95 | $1.4M | $0 | $0 |
| 2024 | 107 | $1.6M | $960,000 | $303,815 |
| 2023 | 106 | $1.3M | $960,000 | $319,556 |
| 2022 | 110 | $1.8M | $960,000 | $317,326 |
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 |
|---|---|---|---|---|
| OPTUM RX INC | Other Service Provider | $294,807 | — | $294,807 |
| UMR, INC | Other Service Provider | $104,040 | — | $104,040 |
| COHAN INSURANCE GROUP INC | Investment Advisor | $60,695 | — | $60,695 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $459,542
- Estimated Expense Ratio: 32.336% 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 | $1,838,785 | — | $88,720 | — | — |
| 2024 | $140,079 | — | $140,079 | — | — |
| 2023 | $140,008 | — | $140,008 | — | — |
| 2022 | $119,114 | — | $117,832 | — | — |