Plan Snapshot
- Plan Sponsor: N.A. Property, INC. Medical Plan
- Sponsor EIN: 311363782
- Sponsor Address: 8000 WALTON PKWY STE 100, NEW ALBANY, OH, 430547075
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 185
- Total Assets: $460,775
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 | 185 | $460,775 | $4.2M | $261,364 |
| 2023 | 184 | $381,162 | $5.2M | $293,273 |
| 2022 | 188 | $87,189 | $4.7M | $339,001 |
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 | Recordkeeper | $138,475 | — | $138,475 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,475
- Estimated Expense Ratio: 30.053% 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 | $129,098 | — | $129,098 | — | — |
| 2023 | $135,534 | — | $135,534 | — | — |
| 2022 | $140,303 | — | $139,154 | — | — |