# Levi, Ray & Shoup INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/levi-ray-shoup-inc-371073724-503

> Levi, Ray & Shoup INC.'s Health & Welfare plan: 979 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|—|

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