# Sims-Lohman, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sims-lohman-inc-310856545-501

> Sims-Lohman, INC.'s Health & Welfare plan: 677 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sims-Lohman, INC.

- **Sponsor EIN:** 310856545

- **Sponsor Address:** 6325 ESTE AVENUE, CINCINNATI, OH, 45232

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 677

- **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.|

| 2025|677|$0|$0|$0|

| 2024|688|$0|$0|$0|

| 2023|507|$0|$0|$0|

| 2022|566|$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|

| UMR|Other Service Provider|$295,783|$17,832|$313,615|

| CORPORATE PLANS, INC.|Investment Advisor|$9,408|—|$9,408|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $323,023

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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