# Ivey Mechanical Company, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/ivey-mechanical-company-llc-810584608-501

> Ivey Mechanical Company, LLC's Health & Welfare plan: 758 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ivey Mechanical Company, LLC

- **Sponsor EIN:** 810584608

- **Sponsor Address:** P.O. BOX 610, KOSCIUSKO, MS, 39090

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 758

- **Total Assets:** $4.6M

## 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|758|$4.6M|$5.4M|$2.3M|

| 2023|734|$3.1M|$4.9M|$2.2M|

| 2022|642|$2.2M|$4.6M|$2.1M|

## 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|

| BLUE CROSS BLUE SHIELD OF MS|Other Service Provider|$1,812,080|—|$1,812,080|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,812,080

- **Estimated Expense Ratio:** 39.258% 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|$1,812,282|—|$1,812,282|—|—|

| 2023|$1,677,561|—|$1,677,561|—|—|

| 2022|$1,459,813|—|$1,459,813|—|—|

## Similar Plans

- [Upchurch Companies Retirement, LLC](https://planprovider.pro/companies/upchurch-companies-retirement-llc-401k-plan) — 437 participants

- [Brislin, INC.](https://planprovider.pro/companies/brislin-inc-401k-plan) — 56 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ivey-mechanical-company-llc-810584608-501)

© 2026 PlanProvider.Pro