Plan Snapshot
- Plan Sponsor: Harrison Steel Castings Company
- Sponsor EIN: 350368130
- Sponsor Address: PO BOX 60, ATTICA, IN, 479180060
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 273
- Total Assets: $54,553
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 | 273 | $54,553 | $4.8M | $930,557 |
| 2023 | 295 | $108,010 | $3.6M | $956,580 |
| 2022 | 292 | $59,513 | $3.9M | $1.1M |
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 |
|---|---|---|---|---|
| WECARE TLC, LLC | Other Service Provider | $624,383 | — | $624,383 |
| ANTHEM INSURANCE COMPANIES INC. | Other Service Provider | $313,996 | — | $313,996 |
| PARADIGM CONSULTING INC. | Other Service Provider | $86,850 | — | $86,850 |
| TRUE RX HEALTH STRATEGISTS | Other Service Provider | $30,164 | — | $30,164 |
| TRANSCARENT INC. | Other Service Provider | $8,540 | — | $8,540 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,063,933
- Estimated Expense Ratio: 1950.274% 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 | $943,085 | — | $943,085 | — | — |
| 2023 | $834,532 | — | $834,532 | — | — |
| 2022 | $870,089 | — | — | — | — |