Plan Snapshot
- Plan Sponsor: Red Ball Oxygen Company, INC
- Sponsor EIN: 720683236
- Sponsor Address: PO BOX 7316, SHREVEPORT, LA, 711377316
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 222
- Total Assets: $146,090
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 | 222 | $146,090 | $3.5M | $632,364 |
| 2023 | 212 | $162,109 | $2.8M | $610,132 |
| 2022 | 201 | $151,786 | $2.3M | $557,486 |
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 OF LOUISIANA | Recordkeeper | $149,521 | — | $149,521 |
| GUARDIAN LIFE INS CO OF AMERICA | Recordkeeper | $20,575 | — | $20,575 |
| VIRGIN PULSE, INC. | Recordkeeper | $19,247 | — | $19,247 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUARDIAN LIFE INS CO OF AMERICA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,343
- Estimated Expense Ratio: 129.607% 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 | $191,644 | — | $191,644 | — | — |
| 2023 | $184,396 | — | $184,396 | — | — |
| 2022 | $176,583 | — | $176,583 | — | — |