# Ici Benefits Consortium Health & Welfare Plan
Source: https://planprovider.pro/companies/ici-benefits-consortium-843411649-501

> Ici Benefits Consortium's Health & Welfare plan: 736 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ici Benefits Consortium

- **Sponsor EIN:** 843411649

- **Sponsor Address:** 601 SOUTH MERIDIAN ST., SUITE 2A, INDIANAPOLIS, IN, 46225

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 736

- **Total Assets:** $6.0M

## 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|736|$6.0M|$10.9M|$47,877|

| 2023|732|$8.0M|$10.5M|$49,969|

| 2022|729|$7.4M|$11.1M|$26,430|

## 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|

| UMR, INC.|Other Service Provider|$559,335|$7,042|$566,377|

| SAVE ON SP, LLP|Other Service Provider|$73,800|—|$73,800|

| FIRST STOP HEALTH LLC|Other Service Provider|$49,511|—|$49,511|

| TRIA HEALTH|Other Service Provider|$48,430|—|$48,430|

| BOSE MCKINNEY & EVANS LLP|ERISA Attorney|$41,557|—|$41,557|

| NON PROFIT FINANCIAL SOLUTIONS|Other Service Provider|$34,727|—|$34,727|

| BRADY WARE & SCHOENFELD INC|Auditor|$22,870|—|$22,870|

| RX BENEFITS|Other Service Provider|$7,402|—|$7,402|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOSE MCKINNEY & EVANS LLP](https://planprovider.pro/provider/bose-mckinney-and-evans-llp) — ERISA Attorney

- [BRADY WARE & SCHOENFELD INC](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $844,674

- **Estimated Expense Ratio:** 14.186% 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|$931,198|$18,688|$647,864|$22,870|—|

| 2023|$866,365|$13,261|$562,961|$21,280|—|

| 2022|$715,831|—|—|—|$715,831|

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