Plan Snapshot
- Plan Sponsor: Musculoskeletal Institue Of Louisiana, LLC
- Sponsor EIN: 720715014
- Sponsor Address: 1534 ELIZABETH AVE, SHREVEPORT, LA, 71101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 104
- 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. |
|---|---|---|---|---|
| 2025 | 104 | $0 | $0 | $0 |
| 2024 | 90 | $4,389 | $210,966 | $0 |
| 2023 | 93 | $8,311 | $234,941 | $0 |
| 2022 | 91 | $8,190 | $318,107 | $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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $38,257 | — | $38,257 |
| TFG FINANCIAL GROUP BENEFITS | Insurance Carrier | $29,670 | — | $29,670 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,927
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 |
|---|---|---|---|---|---|
| 2025 | $1,536,259 | — | $84,344 | — | — |
| 2024 | $214,888 | — | — | — | — |
| 2023 | $234,820 | — | — | — | — |
| 2022 | $327,709 | — | — | — | — |