Plan Snapshot
- Plan Sponsor: Protective Life Corporation
- Sponsor EIN: 952492236
- Sponsor Address: 2801 HIGHWAY 280 S, BIRMINGHAM, AL, 35202
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,977
- Total Assets: $3.8M
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 | 2,977 | $3.8M | $640,795 | $1.7M |
| 2023 | 2,968 | $4.0M | $629,584 | $1.6M |
| 2022 | 2,934 | $4.2M | $591,472 | $1.5M |
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 |
|---|---|---|---|---|
| AON CONSULTING | Actuary | $28,900 | — | $28,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,900
- Estimated Expense Ratio: 0.757% 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 | $30,600 | — | — | — | — |
| 2023 | $36,589 | — | $1,700 | — | — |
| 2022 | $33,277 | — | — | — | $31,887 |