Plan Snapshot
- Plan Sponsor: Lewis Brothers Bakeries, INC.
- Sponsor EIN: 370636783
- Sponsor Address: 1220 WEST MICHIGAN STREET, EVANSVILLE, IN, 47710
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 689
- Total Assets: $610,034
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 | 689 | $610,034 | $10.9M | $1.1M |
| 2023 | 794 | $204,211 | $10.3M | $1.0M |
| 2022 | 668 | $283,834 | $8.8M | $969,387 |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | Other Service Provider | $929,123 | — | $929,123 |
| TRUE RX MANAGEMENT SERVICES INC | Recordkeeper | $91,436 | — | $91,436 |
| DELTA DENTAL OF INDIANA | Recordkeeper | $32,613 | — | $32,613 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,053,172
- Estimated Expense Ratio: 172.642% 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 | $656,186 | — | — | — | — |
| 2023 | $655,608 | — | — | — | — |
| 2022 | $551,960 | — | — | — | — |