# Southern Methodist University Health & Welfare Plan
Source: https://planprovider.pro/companies/southern-methodist-university-750800689-502

> Southern Methodist University's Health & Welfare plan: 5,070 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Methodist University

- **Sponsor EIN:** 750800689

- **Sponsor Address:** 3140 DYER ST MS261, DALLAS, TX, 752750261

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 5,070

- **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|5,070|$0|$0|$0|

| 2024|5,106|$0|$0|$0|

| 2023|4,868|$0|$0|$0|

| 2022|4,731|$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|

| BLUECROSS BLUESHIELD OF TEXAS|Recordkeeper|$2,920,511|—|$2,920,511|

| HOLMES MURPHY & ASSOCIATES INC|Investment Advisor|$237,764|$71,582|$309,346|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,229,857

### 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|—|—|—|—|—|

## Similar Plans

- [Baylor College Of Medicine](https://planprovider.pro/companies/baylor-college-of-medicine-plan-009) — 11,162 participants

- [University Of St. Thomas](https://planprovider.pro/companies/university-of-st-thomas-403b-plan-001-7664) — 1,190 participants

- [Texas Wesleyan University](https://planprovider.pro/companies/texas-wesleyan-university-plan-002) — 520 participants

- [Austin College](https://planprovider.pro/companies/austin-college-403b-plan-002) — 325 participants

- [The Kinkaid School, INC.](https://planprovider.pro/companies/the-kinkaid-school-inc-760295523-503) — 323 participants

- [Our Lady Of The Lake University](https://planprovider.pro/companies/our-lady-of-the-lake-university-741109631-502) — 263 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-methodist-university-750800689-502)

© 2026 PlanProvider.Pro