Plan Snapshot
- Plan Sponsor: Nwa-Ech Health Plan Trust
- Sponsor EIN: 886131798
- Sponsor Address: 10996 FOUR SEASONS PL, CROWN POINT, IN, 46307
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,057
- Total Assets: $3.4M
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 | 1,057 | $3.4M | $9.3M | $0 |
| 2023 | 729 | $2.5M | $5.5M | $455,261 |
| 2022 | 469 | $1.0M | $2.0M | $62,921 |
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 |
|---|---|---|---|---|
| QUALEXA HEALTHCARE, LLC | Other Service Provider | $685,999 | — | $685,999 |
| S&S HEALTHCARE STRATEGIES | Other Service Provider | $111,297 | — | $111,297 |
| MERLINOS & ASSOCIATES | Other Service Provider | $96,910 | — | $96,910 |
| PAYER COMPASS | Other Service Provider | $75,143 | — | $75,143 |
| CLIFTONLARSONALLEN LLP | Auditor | $57,357 | — | $57,357 |
| MULTIPLAN-PHCS | Other Service Provider | $41,637 | — | $41,637 |
| MEDXOOM | Other Service Provider | $27,170 | — | $27,170 |
| MISSISSIPPI PHYSICIAN'S CARE NETWOR | Other Service Provider | $13,214 | — | $13,214 |
| C2C INNOVATION SOLUTIONS, INC | Other Service Provider | $7,950 | — | $7,950 |
| FIFTH THIRD BANK | Other Service Provider | $7,570 | — | $7,570 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,124,247
- Estimated Expense Ratio: 33.418% 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 | $1,121,950 | — | $846,526 | $57,357 | — |
| 2023 | $609,913 | — | $413,147 | $40,269 | — |
| 2022 | $230,592 | — | $159,149 | — | $70,913 |