# Robert E. Miller Insurance Agency, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/robert-e-miller-insurance-agency-inc-430902269-501

> Robert E. Miller Insurance Agency, INC.'s Health & Welfare plan: 54 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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