Plan Snapshot
- Plan Sponsor: Lasalle Management Company, LLC
- Sponsor EIN: 721431430
- Sponsor Address: 192 BASTILLE LANE, RUSTON, LA, 71270
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,454
- Total Assets: $13.2M
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 | 1,454 | $13.2M | $0 | $0 |
| 2024 | 1,289 | $11.9M | $9.3M | $1.7M |
| 2023 | 1,217 | $14.1M | $9.5M | $1.7M |
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 SYSTEMS, INC. | Other Service Provider | $622,522 | — | $622,522 |
| ELAP SERVICES, LLC | Other Service Provider | $252,123 | — | $252,123 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $874,645
- Estimated Expense Ratio: 6.645% 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 | $12,117,280 | — | $874,645 | — | — |
| 2024 | $756,837 | — | $756,837 | — | — |
| 2023 | $1,088,430 | — | $1,088,430 | — | — |