# Saint Mary'S College Health & Welfare Plan
Source: https://planprovider.pro/companies/saint-mary-s-college-350868158-503

> Saint Mary'S College's Health & Welfare plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saint Mary'S College

- **Sponsor EIN:** 350868158

- **Sponsor Address:** 401 BERTRAND HALL, NOTRE DAME, IN, 46556

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 178

- **Total Assets:** $5.4M

## 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|178|$5.4M|$0|$0|

| 2023|210|$5.3M|$0|$0|

| 2022|230|$5.0M|$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|

| TIAA|Recordkeeper|$16,113|—|$16,113|

| INSERO AND CO. CPAS, LLP|Auditor|$12,725|—|$12,725|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [INSERO AND CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,838

- **Estimated Expense Ratio:** 0.534% 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|$28,838|—|—|$12,725|—|

| 2023|$28,016|—|—|$11,500|—|

| 2022|$17,429|—|—|—|—|

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