Plan Snapshot
- Plan Sponsor: J. Lee Milligan
- Sponsor EIN: 750971715
- Sponsor Address: P.O. BOX 30188, AMARILLO, TX, 791200188
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 275
- Total Assets: $0
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 | 275 | $0 | $4.7M | $770,163 |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $114,055 | — | $114,055 |
| TELADOC DIRECT | Other Service Provider | $15,058 | — | $15,058 |
| PCM RX MANAGEMENT | Other Service Provider | $7,441 | — | $7,441 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,554
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 | $158,648 | — | $158,648 | — | — |