Plan Snapshot
- Plan Sponsor: Nm Group Global, LLC
- Sponsor EIN: 300040542
- Sponsor Address: 161 GREENFIELD STREET, TIFFIN, OH, 44883
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 357
- Total Assets: $880,107
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 | 357 | $880,107 | $4.1M | $884,854 |
| 2023 | 334 | $1.9M | $5.2M | $810,361 |
| 2022 | 314 | $374,848 | $4.0M | $791,231 |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $220,371 | $404,122 | $624,493 |
| BROWN & BROWN OF OHIO LLC | Other Service Provider | — | $78,259 | $78,259 |
| BROWN & BROWN INSURANCE SVCS INC | Other Service Provider | — | $41,115 | $41,115 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $743,867
- Estimated Expense Ratio: 84.520% 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 | $202,517 | — | $149,107 | $25,935 | — |
| 2023 | $193,049 | — | $191,112 | $1,520 | — |
| 2022 | $169,211 | — | — | — | $169,211 |