# Marion County Medical Society INC. Insurance Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/marion-county-medical-society-inc-insurance-trust-fund-844350072-501

> Marion County Medical Society INC. Insurance Trust Fund's 401(k) plan: 5,380 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marion County Medical Society INC. Insurance Trust Fund

- **Sponsor EIN:** 844350072

- **Sponsor Address:** P.O. BOX 270, OCALA, FL, 34478

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 5,380

- **Total Assets:** $3.4M

## 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|5,380|$3.4M|$39.7M|$316,276|

| 2023|5,076|$7.1M|$39.9M|$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|

| PURVIS, GRAY AND COMPANY, LLP|Auditor|$42,400|—|$42,400|

| CONNER & WINTERS, LLP|ERISA Attorney|$30,940|—|$30,940|

| MILLIMAN INTELLISCRIPT|Actuary|$19,817|—|$19,817|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CONNER & WINTERS, LLP](https://planprovider.pro/provider/conner-and-winters-llp) — ERISA Attorney

- [MILLIMAN INTELLISCRIPT](https://planprovider.pro/provider/milliman) — Actuary

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,157

- **Estimated Expense Ratio:** 2.741% 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|$97,545|—|—|$42,400|—|

| 2023|$76,170|—|$28,360|$12,700|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marion-county-medical-society-inc-insurance-trust-fund-844350072-501)

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