# Leadingage Texas Health Plan, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/leadingage-texas-health-plan-inc-842482935-501

> Leadingage Texas Health Plan, INC's Health & Welfare plan: 895 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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