# Lauritzen Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/lauritzen-corporation-470444651-501

> Lauritzen Corporation's Health & Welfare plan: 519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lauritzen Corporation

- **Sponsor EIN:** 470444651

- **Sponsor Address:** 1620 DODGE STREET STOP 3390, OMAHA, NE, 681973390

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 519

- **Total Assets:** $658,772

## 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|519|$658,772|$9.7M|$2.1M|

| 2023|544|$732,500|$9.2M|$2.3M|

| 2022|550|$682,798|$3.9M|$2.1M|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$331,856|—|$331,856|

| LIVONGO HEALTH, INC.|Other Service Provider|$23,754|—|$23,754|

| AMERITAS LIFE INSURANCE COMPANY|Recordkeeper|$20,843|—|$20,843|

| AETNA EMPLOYEE ASSISTANCE PROGRAM|Recordkeeper|$13,565|—|$13,565|

| JELLYVISION LAB|Other Service Provider|$12,625|—|$12,625|

| RXBENEFITS, INC.|Other Service Provider|$11,879|—|$11,879|

| PAYFLEX SYSTEMS USA, INC.|Recordkeeper|$11,363|—|$11,363|

| INSPIRA FINANCIAL|Other Service Provider|$11,024|—|$11,024|

| FIRST NATIONAL OF NEBRASKA, INC.|Custodian / Trustee|$6,716|—|$6,716|

| LUTZ & COMPANY, PC|Auditor|$6,273|—|$6,273|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE COMPANY](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

- [LUTZ & COMPANY, PC](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $449,898

- **Estimated Expense Ratio:** 68.293% 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|$449,898|—|$436,909|$6,273|—|

| 2023|$539,490|—|$526,585|$5,999|—|

| 2022|$514,418|—|$508,973|—|$5,445|

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