# Oxbow Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/oxbow-corporation-042800610-501

> Oxbow Corporation's Health & Welfare plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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