Plan Snapshot
- Plan Sponsor: Health Care Service Corp A Mututal Legal Reserve Corp
- Sponsor EIN: 361236610
- Sponsor Address: 1001 E LOOKOUT DR BLDG A2.012, RICHARDSON, TX, 750824144
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 26,278
- Total Assets: $0
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 | 26,278 | $0 | $448.9M | $0 |
| 2023 | 25,062 | $0 | $393.6M | $0 |
| 2022 | 21,521 | $0 | $338.3M | $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 |
|---|---|---|---|---|
| MOBE, LLC | Other Service Provider | $7,991,198 | — | $7,991,198 |
| ALIGHT | Other Service Provider | $815,114 | — | $815,114 |
| MDX MEDICAL | Other Service Provider | $646,594 | — | $646,594 |
| COMPSYCH | Other Service Provider | $431,105 | — | $431,105 |
| TALX | Other Service Provider | $182,000 | — | $182,000 |
| JELLY VISION | Other Service Provider | $163,537 | — | $163,537 |
| COMMUNIQUE | Other Service Provider | $128,650 | — | $128,650 |
| RETHINK AUTISM | Other Service Provider | $93,750 | — | $93,750 |
| WEIGHT WATCHERS | Other Service Provider | $33,750 | — | $33,750 |
| PREMISE HEALTH | Other Service Provider | $28,465 | — | $28,465 |
| CATAPULT HEALTH | Other Service Provider | $13,830 | — | $13,830 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,527,993
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |