# Lykes Cartage Company Health & Welfare Plan
Source: https://planprovider.pro/companies/lykes-cartage-company-751797191-501

> Lykes Cartage Company's Health & Welfare plan: 75 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Lykes Cartage Company

- **Sponsor EIN:** 751797191

- **Sponsor Address:** 590 GREENHILL DR., ROUND ROCK, TX, 78665

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 75

- **Total Assets:** $53,368

## 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.|

| 2025|75|$53,368|$0|$0|

| 2024|77|$46,733|$989,806|$254,791|

| 2023|76|$5,063|$800,300|$310,413|

| 2022|71|$49,496|$727,499|$243,528|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$92,379|—|$92,379|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$36,723|—|$36,723|

| FROST INSURANCE AGENCY, INC.|Investment Advisor|$34,408|—|$34,408|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,510

- **Estimated Expense Ratio:** 306.382% 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|

| 2025|$1,557,728|—|—|—|—|

| 2024|$1,229,885|—|—|—|—|

| 2023|$1,257,623|—|—|—|—|

| 2022|$886,086|—|—|—|—|

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