Plan Snapshot
- Plan Sponsor: Shreveport Electrical Health & Welfare Fund
- Sponsor EIN: 726033767
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 491
- Total Assets: $13.2M
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 | 491 | $13.2M | $7.9M | $249,871 |
| 2023 | 510 | $11.0M | $7.3M | $238,217 |
| 2022 | 471 | $8.6M | $6.5M | $202,216 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $240,755 | — | $240,755 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $158,400 | — | $158,400 |
| DANIELS, IRWIN & AYLOR CPAS | Auditor | $13,675 | — | $13,675 |
| DENTAL NETWORK OF AMERICA | Other Service Provider | $11,158 | — | $11,158 |
| ROBEIN, URANN, SPENCER, PICARD | Other Service Provider | $10,994 | — | $10,994 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $5,900 | — | $5,900 |
| REGIONS BANK | Other Service Provider | $5,665 | — | $5,665 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $446,547
- Estimated Expense Ratio: 3.380% 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 | $482,095 | — | $138,800 | $13,675 | — |
| 2023 | $454,697 | — | $133,600 | $12,750 | — |
| 2022 | $455,579 | — | $128,000 | — | $35,573 |