# Spectra Energy Corp Health & Welfare Plan
Source: https://planprovider.pro/companies/spectra-energy-corp-205413139-512

> Spectra Energy Corp's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spectra Energy Corp

- **Sponsor EIN:** 205413139

- **Sponsor Address:** 915 N. ELDRIDGE PARKWAY, SUITE 1100, HOUSTON, TX, 77079

- **Plan Type:** Health & Welfare

- **Plan Number:** 512

- **Total Participants:** 0

- **Total Assets:** $334,000

## 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|0|$334,000|$290,000|$1.8M|

| 2023|0|$1.2M|$209,000|$1.8M|

| 2022|0|$3.1M|$76,000|$2.9M|

## 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|

| LIFEWORK (US) LTD.|Other Service Provider|$330,000|—|$330,000|

| BNYM|Other Service Provider|$56,000|—|$56,000|

| BLUE CROSS BLUE SHIELD OF TEXAS|Other Service Provider|$35,000|—|$35,000|

| CAREMARK|Other Service Provider|$21,000|—|$21,000|

| BLACKROCK|Other Service Provider|$10,000|—|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $452,000

- **Estimated Expense Ratio:** 135.329% 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|$1,033,000|$10,000|$387,000|—|—|

| 2023|$409,000|$5,000|$330,000|—|—|

| 2022|$1,050,000|$13,000|$125,000|—|—|

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