Plan Snapshot
- Plan Sponsor: Knights Of Columbus Supreme Council
- Sponsor EIN: 060416470
- Sponsor Address: 1 COLUMBUS PLAZA, NEW HAVEN, CT, 065103326
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 827
- 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 | 827 | $0 | $0 | $0 |
| 2023 | 811 | $0 | $0 | $0 |
| 2022 | 677 | $0 | $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 |
|---|---|---|---|---|
| OPTUMRX, INC. | Other Service Provider | $5,440,136 | $7,669 | $5,447,805 |
| UMR, INC. | Other Service Provider | $749,257 | $23,671 | $772,928 |
| MERCER HEALTH & BENEFITS LLC | Investment Advisor | $147,213 | — | $147,213 |
| LOCKTON COMPANIES LLC | Investment Advisor | $8,922 | — | $8,922 |
| THE CATHOLIC INSURANCE COMPANY | Investment Advisor | $8,922 | — | $8,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER HEALTH & BENEFITS LLC — Investment Advisor
- LOCKTON COMPANIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,385,790
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |