# Safe Aire Heating And Cooling Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/safe-aire-heating-and-cooling-company-inc-581132811-501

> Safe Aire Heating And Cooling Company, INC.'s Health & Welfare plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Safe Aire Heating And Cooling Company, INC.

- **Sponsor EIN:** 581132811

- **Sponsor Address:** 3199 PALMYRA ROAD, ALBANY, GA, 31707

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 69

- **Total Assets:** $5,793

## 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|69|$5,793|$636,484|$181,548|

| 2023|73|$41,428|$456,391|$155,976|

| 2022|72|$12,514|$187,734|$90,989|

## 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|$21,997|—|$21,997|

| MARSH & MCLENNAN AGENCY, LLC|Investment Advisor|$21,525|—|$21,525|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$9,529|—|$9,529|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,051

- **Estimated Expense Ratio:** 915.778% 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|$596,122|—|—|—|—|

| 2023|$821,529|—|—|—|—|

| 2022|$272,414|—|—|—|—|

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