# Louisiana State Medical Society Health & Welfare Plan
Source: https://planprovider.pro/companies/louisiana-state-medical-society-876643571-501

> Louisiana State Medical Society's Health & Welfare plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Louisiana State Medical Society

- **Sponsor EIN:** 876643571

- **Sponsor Address:** 5555 HILTON AVE STE 420, BATON ROUGE, LA, 708082572

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 152

- **Total Assets:** $1.1M

## 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|152|$1.1M|$1.7M|$0|

| 2023|31|$1.2M|$148,913|$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|

| HCP NATIONAL INSURANCE SERVICES INC|Other Service Provider|$203,539|—|$203,539|

| LIVE OAK MEWA MANAGEMENT LLC|Other Service Provider|$156,566|—|$156,566|

| MCGRIFF|Other Service Provider|$100,821|—|$100,821|

| BLUE CROSS AND BLUE SHIELD OF LOUIS|Other Service Provider|$78,353|—|$78,353|

| WINDSOR STRATEGY PARTNERS INC|Other Service Provider|$70,750|—|$70,750|

| STRATEGIC UNDERWRITING SOLUTION|Other Service Provider|$24,000|—|$24,000|

| GENOVA BURNS|Other Service Provider|$17,433|—|$17,433|

| HELENE CERISE LLC|Other Service Provider|$16,708|—|$16,708|

| RICHARD CPAS, LLC TAXED AS A PARTNE|Other Service Provider|$12,500|—|$12,500|

| KARL HANSON|Other Service Provider|$12,000|—|$12,000|

| AAJ COMPUTER SERVICES INC|Other Service Provider|$11,500|—|$11,500|

| EISNER AMPER LLP TAXED AS PARTNERSH|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $710,170

- **Estimated Expense Ratio:** 62.688% 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|$827,093|—|$75,000|$12,500|—|

| 2023|$376,115|—|$83,333|—|—|

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