Plan Snapshot
- Plan Sponsor: Scana Corporation
- Sponsor EIN: 570784499
- Sponsor Address: 120 TREDEGAR ST, CLEARINGHOUSE 3FL, RICHMOND, VA, 232194306
- Plan Type: Health & Welfare
- Plan Number: 521
- Total Participants: 2,737
- Total Assets: $674,522
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 | 2,737 | $674,522 | $12.4M | $1.5M |
| 2023 | 2,747 | $1.3M | $11.4M | $2.1M |
| 2022 | 2,684 | $2.6M | $14.6M | $2.2M |
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 |
|---|---|---|---|---|
| VIA BENEFITS (HRA) | Other Service Provider | $131,048 | — | $131,048 |
| BLUE CROSS BLUE SHIELD OF SC | Other Service Provider | $77,144 | — | $77,144 |
| DELOITTE & TOUCHE LLP | Auditor | $71,473 | — | $71,473 |
| EXPRESS SCRIPTS | Other Service Provider | $9,424 | — | $9,424 |
| ERNST & YOUNG U.S. LLP | Auditor | $6,993 | — | $6,993 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
- ERNST & YOUNG U.S. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $296,082
- Estimated Expense Ratio: 43.895% 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 | $296,743 | — | — | $78,467 | — |
| 2023 | $312,421 | — | — | $75,966 | — |
| 2022 | $270,918 | — | $270,918 | — | — |