# Pensacola Health Partners, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/pensacola-health-partners-llc-880867677-501

> Pensacola Health Partners, LLC's Health & Welfare plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pensacola Health Partners, LLC

- **Sponsor EIN:** 880867677

- **Sponsor Address:** 300 PROVIDER CT, RICHMOND, KY, 40475

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 427

- **Total Assets:** $3.0M

## 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|427|$3.0M|$2.0M|$1.5M|

| 2023|435|$2.6M|$2.5M|$1.5M|

| 2022|454|$1.8M|$2.5M|$1.2M|

## 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|

| AMERICAN PLAN ADMINISTRATORS|Recordkeeper|$311,580|—|$311,580|

| EAGLE RISK SERVICES, LLC|Recordkeeper|$166,620|—|$166,620|

| FASTEN HALBERSTAM LLP|Auditor|$22,500|—|$22,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FASTEN HALBERSTAM LLP](https://planprovider.pro/provider/fasten-halberstam-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $500,700

- **Estimated Expense Ratio:** 16.829% 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|$500,710|—|$311,580|$22,500|—|

| 2023|$405,459|—|$376,500|$7,500|—|

| 2022|$308,800|—|$308,800|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pensacola-health-partners-llc-880867677-501)

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