# St. Joseph Holdings, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/st-joseph-holdings-llc-800109664-501

> St. Joseph Holdings, LLC's Health & Welfare plan: 785 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Joseph Holdings, LLC

- **Sponsor EIN:** 800109664

- **Sponsor Address:** 10615 JEFFERSON HIGHWAY, BATON ROUGE, LA, 70809

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 785

- **Total Assets:** $1.2M

## 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|785|$1.2M|$5.8M|$2.7M|

| 2023|726|$1.2M|$5.3M|$2.5M|

| 2022|661|$490,396|$4.6M|$2.3M|

## 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 AND BLUE SHIELD OF LA|Recordkeeper|$551,609|—|$551,609|

| HUB INTERNATIONAL MIDWEST|Investment Advisor|$29,057|—|$29,057|

| NATIONAL BENEFIT CORPORATION|Investment Advisor|$11,220|—|$11,220|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $591,886

- **Estimated Expense Ratio:** 49.388% 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|$565,123|—|$551,609|—|—|

| 2023|$528,876|—|—|—|—|

| 2022|$485,676|—|—|—|—|

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