# Reynolds American INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/reynolds-american-inc-200546644-508

> Reynolds American INC.'s Health & Welfare plan: 1,024 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reynolds American INC.

- **Sponsor EIN:** 200546644

- **Sponsor Address:** P.O. BOX 2990, WINSTON-SALEM, NC, 271022990

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 1,024

- **Total Assets:** $160.9M

## 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|1,024|$160.9M|$0|$693,304|

| 2023|1,089|$171.6M|$0|$644,786|

| 2022|1,943|$169.9M|$0|$488,547|

## 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|

| JOHN HANCOCK|Recordkeeper|$841,432|—|$841,432|

| BCBSNC|Other Service Provider|$566,819|—|$566,819|

| JP MORGAN CHASE BANK, NA|Recordkeeper|$208,116|—|$208,116|

| EXPRESS SCRIPTS INC.|Other Service Provider|$123,192|—|$123,192|

| ALIGHT|Recordkeeper|$111,278|—|$111,278|

| NATIONAL LIFE INSURANCE|Other Service Provider|$89,913|—|$89,913|

| CBIZ CPAS P.C.|Other Service Provider|$29,800|—|$29,800|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JP MORGAN CHASE BANK, NA](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [ALIGHT](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,970,550

- **Estimated Expense Ratio:** 1.225% 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|$2,159,316|$841,432|$891,524|$34,693|—|

| 2023|$2,449,390|$901,589|$933,084|$33,400|—|

| 2022|$1,868,601|$754,449|$1,103,920|—|$7,832|

## Similar Plans

- [Reynolds American INC.](https://planprovider.pro/companies/reynolds-american-inc-401k-plan-001) — 4,328 participants

- [Itg Brands, LLC](https://planprovider.pro/companies/itg-brands-llc-401k-plan-001) — 1,810 participants

- [Pyxus International INC.](https://planprovider.pro/companies/pyxus-international-inc-plan) — 1,520 participants

- [Reynolds American INC.](https://planprovider.pro/companies/reynolds-american-inc-200546644-502) — 741 participants

- [Reynolds American INC.](https://planprovider.pro/companies/reynolds-american-inc-plan-008) — 682 participants

- [Pyxus International, INC.](https://planprovider.pro/companies/pyxus-international-inc-401k-plan) — 594 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/reynolds-american-inc-200546644-508)

© 2026 PlanProvider.Pro