# Health Connect America, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/health-connect-america-inc-203858944-501

> Health Connect America, INC's Health & Welfare plan: 1,172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health Connect America, INC

- **Sponsor EIN:** 203858944

- **Sponsor Address:** 508 AUTUMN SPRINGS CT., SUITE 2A, FRANKLIN, TN, 37067

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,172

- **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.|

| 2025|1,172|$0|$0|$0|

| 2024|1,286|$0|$0|$0|

| 2023|1,354|$0|$0|$0|

| 2022|1,018|$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|

| UMR, INC.|Other Service Provider|$567,444|$34,915|$602,359|

| CBIZ BENEFITS & INS SERVICES INC|Investment Advisor|$86,960|—|$86,960|

| EMPLOYEE RESOURCE SYSTEMS, INC.|Recordkeeper|$71,351|—|$71,351|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE RESOURCE SYSTEMS, INC.](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $760,670

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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