# Homeland Vinyl Products, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/homeland-vinyl-products-inc-631155229-501

> Homeland Vinyl Products, INC.'s Health & Welfare plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homeland Vinyl Products, INC.

- **Sponsor EIN:** 631155229

- **Sponsor Address:** 3300 PINSON VALLEY PKWY, BIRMINGHAM, AL, 35217

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 209

- **Total Assets:** $650,086

## 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|209|$650,086|$3.6M|$1.4M|

| 2023|211|$474,209|$3.4M|$1.5M|

| 2022|226|$310,393|$2.9M|$1.5M|

## 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|

| BLUE CROSS BLUE SHIELD OF ALABAMA|Recordkeeper|$185,254|—|$185,254|

| UMR, INC.|Investment Advisor|$167,139|—|$167,139|

| THE HARRISON AGENCY LLC|Investment Advisor|$38,152|—|$38,152|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $390,545

- **Estimated Expense Ratio:** 60.076% 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|$536,598|—|$536,598|—|—|

| 2023|$457,260|—|$457,260|—|—|

| 2022|$370,431|—|$370,431|—|—|

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