# N.A. Property, INC. Medical Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/n-a-property-inc-medical-plan-311363782-501

> N.A. Property, INC. Medical Plan's Health & Welfare plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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