Plan Snapshot
- Plan Sponsor: Owner Operator Independent Drivers
- Sponsor EIN: 431085960
- Sponsor Address: P O BOX 1000, GRAIN VALLEY, MO, 64029
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 246
- Total Assets: $0
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 | 246 | $0 | $4.8M | $203,831 |
| 2023 | 251 | $0 | $4.3M | $243,452 |
| 2022 | 263 | $0 | $4.0M | $291,652 |
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 |
|---|---|---|---|---|
| MED-PAY, INC. | Other Service Provider | $67,875 | $48,603 | $116,478 |
| PREFERRED HEALTH PROFESSIONAL | Other Service Provider | $49,028 | — | $49,028 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,506
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 | $58,679 | — | $58,679 | — | — |
| 2023 | $59,373 | — | $59,373 | — | — |
| 2022 | $61,116 | — | $61,116 | — | — |