# Iv Care Of Middle Georgia Health & Welfare Plan
Source: https://planprovider.pro/companies/iv-care-of-middle-georgia-581814364-501

> Iv Care Of Middle Georgia's Health & Welfare plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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