Plan Snapshot
- Plan Sponsor: Mccombs Family Partners, Ltd
- Sponsor EIN: 300001872
- Sponsor Address: 755 E MULBERRY SUITE 600, SAN ANTONIO, TX, 78212
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,162
- Total Assets: $4.2M
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 | 1,162 | $4.2M | $3.7M | $3.7M |
| 2023 | 898 | $5.5M | $3.4M | $3.6M |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $443,582 | — | $443,582 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $110,031 | — | $110,031 |
| FORVIS MAZARS, LLP F/K/A BKD, LLP | Other Service Provider | $25,200 | — | $25,200 |
| WEX HEALTH F/K/A DISCOVERY BENEFITS | Other Service Provider | $6,378 | — | $6,378 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $585,191
- Estimated Expense Ratio: 13.776% 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 | $886,515 | $6,324 | $854,991 | — | — |
| 2023 | $812,865 | $12,941 | $779,134 | — | — |