# Healthalliance Benefit Plan 401(k) Plan
Source: https://planprovider.pro/companies/healthalliance-benefit-plan-426167033-501

> Healthalliance Benefit Plan's 401(k) plan: 1,053 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthalliance Benefit Plan

- **Sponsor EIN:** 426167033

- **Sponsor Address:** 10430 NEW YORK AVE, SUITE F, URBANDALE, IA, 50322

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,053

- **Total Assets:** $4.9M

## 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|1,053|$4.9M|$14.4M|$0|

| 2023|1,201|$4.4M|$13.9M|$0|

| 2022|1,160|$4.5M|$13.5M|$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|

| WELLMARK BLUE CROSS & BLUE SHIELD|Other Service Provider|$725,386|—|$725,386|

| DELTA DENTAL OF IOWA|Other Service Provider|$42,227|—|$42,227|

| RXBENEFITS, INC|Other Service Provider|$17,332|—|$17,332|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $784,945

- **Estimated Expense Ratio:** 16.168% 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|$2,348,518|$22,176|$1,059,640|—|—|

| 2023|$2,759,400|$23,980|$1,035,013|—|—|

| 2022|$2,679,987|$22,194|$976,897|—|$218,117|

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