Plan Snapshot
- Plan Sponsor: Georgia Chamber Federation Health Benefit Plan
- Sponsor EIN: 831289985
- Sponsor Address: 270 PEACHTREE ST NW, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $59.5M
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 | 0 | $59.5M | $0 | $0 |
| 2023 | 0 | $60.2M | $0 | $0 |
| 2022 | 0 | $51.5M | $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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE P | Investment Advisor | $14,068,838 | — | $14,068,838 |
| CONSOLIPLEX GEORGIA BENEFITS, LLC | Other Service Provider | $2,287,269 | — | $2,287,269 |
| MALONEY + NOVOTNY LLC | Auditor | $63,563 | — | $63,563 |
| UNITED HEALTH ACTUARIAL SERVICES | Other Service Provider | $9,354 | — | $9,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE CROSS BLUE SHIELD HEALTHCARE P — Investment Advisor
- MALONEY + NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,429,024
- Estimated Expense Ratio: 27.601% 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 | $17,331,625 | $754 | $16,356,107 | $63,563 | — |
| 2023 | $18,307,949 | $26,125 | $17,317,513 | $63,667 | — |
| 2022 | $17,187,459 | $9,458 | $16,623,654 | — | $81,048 |