# Herschend Entertainment Company, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/herschend-entertainment-company-llc-463014631-501

> Herschend Entertainment Company, LLC's Health & Welfare plan: 2,449 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [WEX HEALTH, INC](https://planprovider.pro/provider/dla-piper) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/herschend-entertainment-company-llc-463014631-501)

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