Plan Snapshot
- Plan Sponsor: Leadingage Texas Health Plan, INC
- Sponsor EIN: 842482935
- Sponsor Address: 2205 HANCOCK DRIVE, AUSTIN, TX, 78756
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 895
- Total Assets: $3.7M
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 | 895 | $3.7M | $0 | $0 |
| 2024 | 905 | $1.1M | $6.6M | $2.3M |
| 2023 | 1,057 | $997,520 | $6.8M | $2.2M |
| 2022 | 1,013 | $1.2M | $8.0M | $2.3M |
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 |
|---|---|---|---|---|
| LEADINGAGE TEXAS | Other Service Provider | $550,895 | — | $550,895 |
| HEALTH CARE SERVICE CORP | Recordkeeper | $489,404 | — | $489,404 |
| VIMLY BENEFIT SOLUTIONS INC | Recordkeeper | $211,703 | — | $211,703 |
| USI INSURANCE SERVICES | Investment Advisor | $142,376 | — | $142,376 |
| IMAGINE360 ADMINISTRATORS, LLC | Recordkeeper | $38,828 | — | $38,828 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,433,206
- Estimated Expense Ratio: 38.307% 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 | $10,509,031 | — | $739,232 | $38,828 | — |
| 2024 | $965,336 | — | $332,849 | $32,225 | — |
| 2023 | $988,535 | — | $396,788 | $26,546 | — |
| 2022 | $975,322 | — | $333,028 | — | $600,551 |