Plan Snapshot
- Plan Sponsor: Northeast Missouri Health Council INC.
- Sponsor EIN: 431606173
- Sponsor Address: 1416 CROWN DR, KIRKSVILLE, MO, 63501
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 306
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 306 | $20.5M | $0 | $0 |
| 2024 | 183 | $16.8M | $525,422 | $871,044 |
| 2023 | 192 | $14.1M | $460,044 | $801,472 |
| 2022 | 176 | $11.0M | $424,371 | $663,168 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $520 | $42,917 | $43,437 |
| EDWARD D JONES AND CO | Other Service Provider | — | $37,862 | $37,862 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,299
- Estimated Expense Ratio: 0.396% 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 |
|---|---|---|---|---|---|
| 2025 | $635,439 | — | $520 | — | — |
| 2024 | $932 | — | $932 | — | — |
| 2023 | $507 | — | $507 | — | — |
| 2022 | $480 | — | $480 | — | — |