Plan Snapshot
- Plan Sponsor: Herschend Entertainment Company, LLC
- Sponsor EIN: 463014631
- Sponsor Address: 111 EAST INTERNATIONAL PLACE, BRANSONWEST, MO, 65737
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,449
- Total Assets: $5.3M
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 | 2,449 | $5.3M | $17.0M | $6.9M |
| 2023 | 1,991 | $5.6M | $14.8M | $6.1M |
| 2022 | 1,622 | $5.1M | $11.6M | $4.9M |
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 |
|---|---|---|---|---|
| CIGNA | Other Service Provider | $357,729 | — | $357,729 |
| HUMANA INSURANCE COMPANY | Other Service Provider | $185,440 | — | $185,440 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $97,430 | — | $97,430 |
| MARSH & MCLENNAN INC | Investment Advisor | $90,000 | — | $90,000 |
| OPTUM RX INC. | Other Service Provider | $45,918 | — | $45,918 |
| FORVIS MAZARS (BKD), LLP | Other Service Provider | $30,987 | — | $30,987 |
| WEX HEALTH, INC | ERISA Attorney | $9,940 | — | $9,940 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN INC — Investment Advisor
- WEX HEALTH, INC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $817,444
- Estimated Expense Ratio: 15.550% 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 | $837,381 | — | $711,490 | — | — |
| 2023 | $910,252 | — | $795,541 | — | — |
| 2022 | $860,069 | — | $736,755 | — | $123,314 |