Plan Snapshot
- Plan Sponsor: Lone Star Container Corporation
- Sponsor EIN: 751037991
- Sponsor Address: P.O. BOX 177357, IRVING, TX, 75017
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 89
- Total Assets: $174,856
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 | 89 | $174,856 | $635,477 | $231,223 |
| 2023 | 95 | $100,864 | $510,820 | $248,862 |
| 2022 | 95 | $219,808 | $969,481 | $254,029 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $40,988 | — | $40,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,988
- Estimated Expense Ratio: 23.441% 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 | $826,968 | — | — | — | — |
| 2023 | $1,037,231 | — | — | — | — |
| 2022 | $1,177,412 | — | — | — | — |