# Ingles Markets Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/ingles-markets-incorporated-560846267-501

> Ingles Markets Incorporated's Health & Welfare plan: 14,738 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ingles Markets Incorporated

- **Sponsor EIN:** 560846267

- **Sponsor Address:** PO BOX 6676, ASHEVILLE, NC, 28816

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 14,738

- **Total Assets:** $0

## 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.|

| 2025|14,738|$0|$0|$0|

| 2024|14,310|$0|$0|$0|

| 2023|14,213|$0|$0|$0|

| 2022|13,133|$0|$0|$0|

## 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|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Recordkeeper|$1,410,054|—|$1,410,054|

| ALLEGIANCE CARE MANAGEMENT INC|Recordkeeper|$136,695|—|$136,695|

| ALLEGIANCE COBRA SERVICES INC|Recordkeeper|$22,001|—|$22,001|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,568,750

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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