Plan Snapshot
- Plan Sponsor: Jefferson Chamber Of Commerce
- Sponsor EIN: 721366389
- Sponsor Address: 3421 N CAUSEWAY BLVD STE 203, METAIRIE, LA, 700023731
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 226
- Total Assets: $1.3M
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. |
|---|---|---|---|---|
| 2025 | 226 | $1.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| HCP NATIONAL INSURANCE SERVICES INC | Other Service Provider | $361,792 | — | $361,792 |
| LIVE OAK MEWA MANAGEMENT LLC | Other Service Provider | $317,748 | — | $317,748 |
| BLUE CROSS AND BLUE SHIELD OF LOUIS | Other Service Provider | $142,461 | — | $142,461 |
| WINDSOR STRATEGY PARTNERS INC | Other Service Provider | $51,000 | — | $51,000 |
| KARL HANSON | Other Service Provider | $36,000 | — | $36,000 |
| BAKER DONELSON | Other Service Provider | $26,595 | — | $26,595 |
| STRATEGIC UNDERWRITING SERVICES | Other Service Provider | $25,190 | — | $25,190 |
| HELENE CERISE LLC | Other Service Provider | $20,104 | — | $20,104 |
| RICHARD CPAS, LLC | Other Service Provider | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $995,890
- Estimated Expense Ratio: 76.296% 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 |
|---|---|---|---|---|---|
| 2025 | $3,328,459 | — | — | $15,000 | — |