# Mcfarland Clinic PC Health & Welfare Plan
Source: https://planprovider.pro/companies/mcfarland-clinic-pc-421089512-505

> Mcfarland Clinic PC's Health & Welfare plan: 1,369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcfarland Clinic PC

- **Sponsor EIN:** 421089512

- **Sponsor Address:** PO BOX 3014, AMES, IA, 500103014

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 1,369

- **Total Assets:** $0

## 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|1,369|$0|$0|$0|

| 2023|1,406|$0|$0|$0|

| 2022|1,400|$0|$0|$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|

| WELLMARK HEALTH PLAN OF IOWA, INC|Recordkeeper|$571,764|—|$571,764|

| PAYER MATRIX|Recordkeeper|$291,216|—|$291,216|

| DELTA DENTAL|Recordkeeper|$58,828|—|$58,828|

| VITAL WORKLIFE|Recordkeeper|$50,111|—|$50,111|

| WEX HEALTH, INC|Recordkeeper|$18,284|—|$18,284|

| BENEFIT PLANNING CONSULTANTS|Recordkeeper|$6,813|—|$6,813|

### Verified Provider Profiles

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

- [WEX HEALTH, INC](https://planprovider.pro/provider/dla-piper) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $997,016

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcfarland-clinic-pc-421089512-505)

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