Plan Snapshot
- Plan Sponsor: Oxbow Corporation
- Sponsor EIN: 042800610
- Sponsor Address: 1601 FORUM PLACE, WEST PALM BEACH, FL, 33401
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42
- Total Assets: $4.2M
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 | 42 | $4.2M | $7.1M | $2.3M |
| 2023 | 442 | $4.5M | $7.7M | $2.4M |
| 2022 | 430 | $3.4M | $6.9M | $2.1M |
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 | Other Service Provider | $295,650 | — | $295,650 |
| EXPRESS SCRIPTS | Other Service Provider | $170,559 | — | $170,559 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $466,209
- Estimated Expense Ratio: 10.983% 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 | $383,485 | — | $383,485 | — | — |
| 2023 | $346,363 | — | $346,363 | — | — |
| 2022 | $312,328 | — | — | — | — |