Plan Snapshot
- Plan Sponsor: Levi, Ray & Shoup INC.
- Sponsor EIN: 371073724
- Sponsor Address: 2401 W MONROE ST, SPRINGFIELD, IL, 627041439
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 979
- 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. |
|---|---|---|---|---|
| 2025 | 979 | $0 | $0 | $0 |
| 2024 | 1,087 | $0 | $0 | $0 |
| 2023 | 1,071 | $0 | $0 | $0 |
| 2022 | 1,125 | $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 |
|---|---|---|---|---|
| R. W. GARRETT AGENCY, INC. | Insurance Carrier | — | $73,810 | $73,810 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,810
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |