# Insurance Trust For Delta Retirees, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insurance-trust-for-delta-retirees-inc-208503691-510

> Insurance Trust For Delta Retirees, INC.'s 401(k) plan: 26,866 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Insurance Trust For Delta Retirees, INC.

- **Sponsor EIN:** 208503691

- **Sponsor Address:** 2405 SATELLITE BOULEVARD, DULUTH, GA, 30096

- **Plan Type:** 401(k)

- **Plan Number:** 510

- **Total Participants:** 26,866

- **Total Assets:** $44.9M

## 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|26,866|$44.9M|$0|$0|

| 2024|26,259|$39.1M|$0|$68.3M|

| 2023|26,255|$35.0M|$0|$70.1M|

| 2022|25,771|$30.4M|$0|$69.6M|

## 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|

| APTIA INSURANCE SERVICES GROUP LLC|Other Service Provider|$2,354,017|—|$2,354,017|

| EPIC EDGEWOOD PARTNERS INS CENTER|Investment Advisor|$68,429|—|$68,429|

| CAP FINANCIAL PARTNERS, LLC|Investment Advisor|$65,548|—|$65,548|

| BAD RHINO|Recordkeeper|$60,000|—|$60,000|

| LEGACY GRAPHICS|Recordkeeper|$45,576|—|$45,576|

| WARREN AVERETT|Auditor|$37,500|—|$37,500|

| MORRIS MANNING AND MARTIN LLP|ERISA Attorney|$30,000|—|$30,000|

| MEDICARE CHOICE GROUP|Other Service Provider|$20,000|—|$20,000|

| SEYFARTH SHAW LLP|ERISA Attorney|$18,333|—|$18,333|

| HOSTING CONNECTICUT LLC|Other Service Provider|$14,670|—|$14,670|

| FLIMP MEDIA, INC|Other Service Provider|$14,180|—|$14,180|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,728,253

- **Estimated Expense Ratio:** 6.080% 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|

| 2025|$71,851,723|—|—|$37,500|—|

| 2024|$2,975,074|—|—|$47,752|—|

| 2023|$2,868,683|—|$2,758,366|$48,145|—|

| 2022|$2,786,171|—|—|—|$2,786,171|

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