Plan Snapshot
- Plan Sponsor: Robert E. Miller Insurance Agency, INC.
- Sponsor EIN: 430902269
- Sponsor Address: 903 E 104TH ST SUITE 800, KANSAS CITY, MO, 64131
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 54
- Total Assets: $28,766
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. |
|---|---|---|---|---|
| 2025 | 54 | $28,766 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $41,488 | — | $41,488 |
| ALLIED BENEFIT SYSTEMS | Other Service Provider | $40,417 | — | $40,417 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,905
- Estimated Expense Ratio: 284.728% 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 |
|---|---|---|---|---|---|
| 2025 | $653,589 | — | — | — | — |