Plan Snapshot
- Plan Sponsor: Hci-Bulldog, LLC
- Sponsor EIN: 472589833
- Sponsor Address: 758 PARK CENTER DR, KEARNERSVILLE, NC, 27284
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 156
- Total Assets: $216,683
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 | 156 | $216,683 | $567,271 | $399,146 |
| 2023 | 132 | $77,436 | $378,916 | $338,122 |
| 2022 | 137 | $0 | $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 |
|---|---|---|---|---|
| MEDCOST LLC | Other Service Provider | $65,262 | — | $65,262 |
| IMA FINANCIAL GROUP (ECM SOLUTIONS) | Investment Advisor | $38,104 | — | $38,104 |
| THE BENECON GROUP | Investment Advisor | $25,980 | — | $25,980 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $22,050 | — | $22,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,396
- Estimated Expense Ratio: 69.870% 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 | $193,629 | — | — | — | — |
| 2023 | $228,855 | — | $228,855 | — | — |
| 2022 | — | — | — | — | — |