Plan Snapshot
- Plan Sponsor: Iv Care Of Middle Georgia
- Sponsor EIN: 581814364
- Sponsor Address: 718 MEDICAL CENTER DRIVE, EASTMAN, GA, 31023
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 38
- Total Assets: $48,755
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 | 38 | $48,755 | $719,491 | $15,076 |
| 2023 | 44 | $51,019 | $690,107 | $91,784 |
| 2022 | 60 | $86 | $626,177 | $68,056 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $20,056 | — | $20,056 |
| CAPSTONE HIRE BENEFITS CONSULTING | Investment Advisor | $17,120 | — | $17,120 |
| THE BENECON GROUP LLC | Investment Advisor | $15,670 | — | $15,670 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,846
- Estimated Expense Ratio: 108.391% 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 | $515,709 | — | — | — | — |
| 2023 | $660,353 | — | — | — | — |
| 2022 | $1,041,910 | — | — | — | — |