Plan Snapshot
- Plan Sponsor: Oncor Electric Delivery Company LLC
- Sponsor EIN: 752967830
- Sponsor Address: 1616 WOODALL RODGERS FREEWAY, DALLAS, TX, 75202
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $34.1M
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 | 0 | $34.1M | $11.9M | $7.6M |
| 2023 | 0 | $37.3M | $8.6M | $7.4M |
| 2022 | 0 | $39.9M | $12.4M | $7.2M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS | Other Service Provider | $5,433,638 | — | $5,433,638 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $575,179 | — | $575,179 |
| CVS PHARMACY | Other Service Provider | $315,285 | — | $315,285 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $115,721 | — | $115,721 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,439,823
- Estimated Expense Ratio: 18.887% 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 | $1,227,335 | — | $1,153,896 | — | — |
| 2023 | $1,191,073 | — | $1,080,345 | — | — |
| 2022 | $1,183,092 | — | — | — | $1,183,092 |