Plan Snapshot
- Plan Sponsor: Iue-Cwa
- Sponsor EIN: 364684058
- Sponsor Address: 3500 PENTAGON BLVD STE 450, BEAVERCREEK, OH, 45432
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $125.7M
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 | 0 | $125.7M | $0 | $0 |
| 2023 | 0 | $130.3M | $0 | $0 |
| 2022 | 0 | $134.4M | $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 |
|---|---|---|---|---|
| JAMES CLARK | Other Service Provider | $227,193 | — | $227,193 |
| KATELIN A. MANTIA | Other Service Provider | $148,022 | — | $148,022 |
| MEGAN LOMBARDO | Other Service Provider | $141,645 | — | $141,645 |
| SEGAL MARCO ADVISORS | Other Service Provider | $100,000 | — | $100,000 |
| HAMMERMAN, GRAF, HUGHES & CO., INC. | Other Service Provider | $39,520 | — | $39,520 |
| AMALGAMATED BANK | Other Service Provider | $23,309 | — | $23,309 |
| LESLIE CASH | Custodian / Trustee | $21,000 | — | $21,000 |
| MARCUS STEVE LYKINS | Custodian / Trustee | $21,000 | — | $21,000 |
| MARLANE BENGRY | Custodian / Trustee | $21,000 | — | $21,000 |
| NAN WHALEY | Custodian / Trustee | $21,000 | — | $21,000 |
| PETER MITCHELL | Custodian / Trustee | $21,000 | — | $21,000 |
| RED HAWK TECHNOLOGIES LLC | Other Service Provider | $13,578 | — | $13,578 |
| GREENTREE GROUP | Other Service Provider | $13,554 | — | $13,554 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $811,821
- Estimated Expense Ratio: 0.646% 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 | $1,685,597 | $498,037 | — | $39,520 | — |
| 2023 | $1,643,578 | $504,621 | — | $32,600 | — |
| 2022 | $1,599,359 | $519,544 | — | — | $168,762 |