# Jefferson Chamber Of Commerce Health & Welfare Plan
Source: https://planprovider.pro/companies/jefferson-chamber-of-commerce-721366389-501

> Jefferson Chamber Of Commerce's Health & Welfare plan: 226 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|

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