# Healthcare Service Corporation, A Mutual Legal Reserve Co Health & Welfare Plan
Source: https://planprovider.pro/companies/healthcare-service-corporation-a-mutual-legal-reserve-co-361236610-512

> Healthcare Service Corporation, A Mutual Legal Reserve Co's Health & Welfare plan: 3,735 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/healthcare-service-corporation-a-mutual-legal-reserve-co-361236610-512)

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