Plan Snapshot
- Plan Sponsor: Sedgwick Claims Management Services, INC.
- Sponsor EIN: 362685608
- Sponsor Address: 8125 SEDGWICK WAY, MEMPHIS, TN, 38125
- Plan Type: DB
- Total Participants: 803
- Total Assets: $70.6M
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 | 803 | $70.6M | $759,000 | $0 |
| 2023 | 880 | $69.2M | $60,000 | $0 |
| 2022 | 993 | $63.5M | $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 |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $681,773 | $344,842 | — | — | — |
| 2023 | $688,140 | $307,035 | — | — | — |
| 2022 | $644,806 | $320,167 | — | — | $324,639 |