# Jda Ehealth Systems, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/jda-ehealth-systems-inc-363883480-501

> Jda Ehealth Systems, INC.'s Health & Welfare plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jda Ehealth Systems, INC.

- **Sponsor EIN:** 363883480

- **Sponsor Address:** 1415 W. DIEHL ROAD, SUITE 200-N, NAPERVILLE, IL, 60563

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 67

- **Total Assets:** $97,880

## 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|67|$97,880|$820,980|$276,720|

| 2023|58|$45,049|$958,438|$150|

## 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|

| TERRILL INSURANCE SOLUTIONS|Investment Advisor|$40,365|—|$40,365|

| THE BENECON GROUP|Investment Advisor|$12,374|—|$12,374|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,739

- **Estimated Expense Ratio:** 53.881% 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|$995,379|—|—|—|—|

| 2023|$1,018,341|—|—|—|—|

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