# Iat Insurance Group INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/iat-insurance-group-inc-561171691-501

> Iat Insurance Group INC.'s Health & Welfare plan: 829 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iat Insurance Group INC.

- **Sponsor EIN:** 561171691

- **Sponsor Address:** 4200 SIX FORKS RD, STE 1400, RALEIGH, NC, 27609

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 829

- **Total Assets:** $3.4M

## 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|829|$3.4M|$11.4M|$3.3M|

| 2023|842|$1.4M|$10.7M|$3.1M|

| 2022|855|$585,565|$11.4M|$2.6M|

## 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|

| UNITED HEALTHCARE SERVICES INC|Other Service Provider|$512,107|—|$512,107|

| DELTA DENTAL OF NORTH CAROLINA|Recordkeeper|$31,629|—|$31,629|

| METROPOLITAN LIFE INSURANCE COMPANY|Recordkeeper|$13,883|—|$13,883|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $557,619

- **Estimated Expense Ratio:** 16.535% 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|$759,103|—|$570,621|—|—|

| 2023|$638,966|—|$418,976|—|—|

| 2022|$594,887|—|$388,503|—|—|

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