Plan Snapshot
- Plan Sponsor: Ray Quinney & Nebeker P.C.
- Sponsor EIN: 870350651
- Sponsor Address: 36 S STATE ST STE 1400, SALT LAKE CITY, UT, 841111451
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 156
- 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 | 156 | $0 | $0 | $0 |
| 2023 | 165 | $0 | $0 | $0 |
| 2022 | 154 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| OPTUM RX INC. | Other Service Provider | $769,533 | $3,212 | $772,745 |
| UMR, INC | Other Service Provider | $115,986 | $1,874 | $117,860 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $17,019 | — | $17,019 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $907,624
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |