# Sedgwick Claims Management Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sedgwick-claims-management-services-inc-362685608-508

> Sedgwick Claims Management Services, INC.'s Health & Welfare plan: 23,442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sedgwick Claims Management Services, INC.

- **Sponsor EIN:** 362685608

- **Sponsor Address:** 8125 SEDGWICK WAY, MEMPHIS, TN, 38125

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 23,442

- **Total Assets:** $0

## 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|23,442|$0|$0|$0|

| 2023|24,334|$0|$0|$0|

| 2022|23,815|$0|$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|

| OPTUMRX, INC|Other Service Provider|$79,793,925|$119,478|$79,913,403|

| UMR,INC|Other Service Provider|$9,685,375|$188,797|$9,874,172|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$2,527,093|—|$2,527,093|

| DELTA DENTAL OF TENNESSEE|Recordkeeper|$683,520|—|$683,520|

| BSWIFT LLC|Recordkeeper|—|$81,620|$81,620|

| COMPSYCH|Recordkeeper|—|$33,314|$33,314|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,113,122

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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