Plan Snapshot
- Plan Sponsor: Mcanany, Van Cleave & Phillips, P.A.
- Sponsor EIN: 480830325
- Sponsor Address: 10 E CAMBRIDGE CIRCLE DRIVE, KANSAS CITY, KS, 66103
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 207
- Total Assets: $3.1M
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 | 207 | $3.1M | $2.8M | $639,276 |
| 2023 | 208 | $2.8M | $2.1M | $680,855 |
| 2022 | 178 | $2.4M | $3.2M | $589,064 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH, INC. | Recordkeeper | $643,024 | — | $643,024 |
| ONE MEDICAL GROUP PC | Other Service Provider | $85,205 | — | $85,205 |
| GINGER IO OF CA MEDICAL P.C. | Other Service Provider | $37,853 | — | $37,853 |
| NOVAK BIRKS P.C. | Auditor | $12,795 | — | $12,795 |
| HEALTH JOY | Other Service Provider | $6,380 | — | $6,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $785,257
- Estimated Expense Ratio: 25.356% 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 | $810,137 | — | $775,954 | $12,795 | — |
| 2023 | $4,626 | — | — | — | — |
| 2022 | $4,147 | — | — | — | $4,147 |