# Mccombs Family Partners, Ltd Health & Welfare Plan
Source: https://planprovider.pro/companies/mccombs-family-partners-ltd-300001872-501

> Mccombs Family Partners, Ltd's Health & Welfare plan: 1,162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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