# Harmons Employee Welfare Benefit Plan Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/harmons-employee-welfare-benefit-plan-tr-870230875-501

> Harmons Employee Welfare Benefit Plan Tr's Health & Welfare plan: 3,671 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harmons Employee Welfare Benefit Plan Tr

- **Sponsor EIN:** 870230875

- **Sponsor Address:** 3540 SOUTH 4000 WEST, WEST VALLEY CITY, UT, 84120

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,671

- **Total Assets:** $3.5M

## 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|3,671|$3.5M|$9.7M|$4.2M|

| 2023|3,641|$1.6M|$9.3M|$4.1M|

| 2022|3,505|$1.6M|$8.0M|$4.2M|

## 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|

| SELECTHEALTH|Other Service Provider|$582,473|—|$582,473|

| PAYER MATRIX|Other Service Provider|$238,965|—|$238,965|

| UNIVERSITY OF UTAH HEALTH PLAN|Other Service Provider|$177,672|—|$177,672|

| EDUCATORS MUTUAL PLAN|Other Service Provider|$83,656|—|$83,656|

| WELLS FARGO BANK|Custodian / Trustee|$12,500|—|$12,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,095,266

- **Estimated Expense Ratio:** 31.217% 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|$1,129,622|—|$1,117,122|—|—|

| 2023|$896,201|—|$883,701|—|—|

| 2022|$823,409|—|$810,909|—|—|

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