# Orscheln Products, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/orscheln-products-llc-431765336-501

> Orscheln Products, LLC's Health & Welfare plan: 302 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Orscheln Products, LLC

- **Sponsor EIN:** 431765336

- **Sponsor Address:** 1177 N. MORLEY STREET, MOBERLY, MO, 65270

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 302

- **Total Assets:** $990,201

## 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.|

| 2025|302|$990,201|$0|$0|

| 2024|340|$752,779|$3.4M|$899,044|

| 2023|343|$496,423|$399,058|$797,799|

| 2022|308|$869,308|$1.0M|$666,983|

## 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|

| UMR, INC.|Recordkeeper|$118,631|—|$118,631|

| ORSCHELN MANAGEMENT CO.|Other Service Provider|$113,871|—|$113,871|

| LOCKTON COMPANIES, LLC|Insurance Carrier|$26,095|—|$26,095|

| WILLIAMS-KEEPERS, LLC|Auditor|$20,316|—|$20,316|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $278,913

- **Estimated Expense Ratio:** 28.167% 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|$3,610,560|—|$233,209|—|—|

| 2024|$356,396|—|$324,384|—|—|

| 2023|$244,392|—|$236,411|—|—|

| 2022|$194,144|—|$188,250|—|—|

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