Plan Snapshot
- Plan Sponsor: Healthcare Service Corporation, A Mutual Legal Reserve Co
- Sponsor EIN: 361236610
- Sponsor Address: A02.012, RICHARDSON, TX, 750824144
- Plan Type: Health & Welfare
- Plan Number: 512
- Total Participants: 3,735
- Total Assets: $272.4M
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 | 3,735 | $272.4M | $34.4M | $6.8M |
| 2023 | 4,243 | $246.9M | $27.4M | $7.2M |
| 2022 | 4,866 | $216.9M | $30.4M | $7.6M |
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 |
|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | Other Service Provider | $120,019 | — | $120,019 |
| WILLIS TOWERS WATSON | Actuary | $115,540 | — | $115,540 |
| ERNST & YOUNG | Auditor | $53,543 | — | $53,543 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $41,487 | — | $41,487 |
| DELOITTE TAX LLP | Other Service Provider | $9,555 | — | $9,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Actuary
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $340,144
- Estimated Expense Ratio: 0.125% 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 | $2,272,084 | $1,693,729 | -$1,386,143 | — | — |
| 2023 | $1,846,135 | $274,325 | -$275,704 | — | — |
| 2022 | $1,020,658 | $253,806 | -$250,612 | — | — |