Plan Snapshot
- Plan Sponsor: Louisiana Health Service & Indemnity Company
- Sponsor EIN: 237384555
- Sponsor Address: 5525 REITZ AVENUE, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 3,333
- Total Assets: $660.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,333 | $660.6M | $24.0M | $27.1M |
| 2023 | 3,698 | $594.2M | $23.2M | $26.1M |
| 2022 | 3,719 | $490.7M | $21.0M | $23.1M |
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 |
|---|---|---|---|---|
| MCCONNELL & JONES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $267,981 | $157,154 | — | — | — |
| 2023 | $336,310 | $146,013 | — | — | — |
| 2022 | $361,358 | $126,009 | — | — | — |