Plan Snapshot
- Plan Sponsor: Lumeris Healthcare Outcomes
- Sponsor EIN: 263628710
- Sponsor Address: 13900 RIVERPORT DR, MARYLAND HEIGHTS, MO, 63043
- Plan Type: 401(k)
- Total Participants: 909
- Total Assets: $165.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 909 | $165.6M | $4.1M | $11.6M |
| 2023 | 1,166 | $142.3M | $4.1M | $11.7M |
| 2022 | 1,399 | $119.0M | $4.6M | $13.1M |
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 |
|---|---|---|---|---|
| TOPEL FORMAN, LLC | Auditor | $14,900 | — | $14,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,900
- Estimated Expense Ratio: 0.009% 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 | $191,107 | $52,788 | $300 | $14,900 | — |
| 2023 | $201,877 | — | $1,200 | — | — |
| 2022 | $263,641 | — | — | — | — |