Plan Snapshot
- Plan Sponsor: Standard Insurance Company
- Sponsor EIN: 930242990
- Sponsor Address: 1100 SW 6TH AVENUE, PORTLAND, OR, 972041093
- Plan Type: Health & Welfare
- Plan Number: 516
- Total Participants: 0
- Total Assets: $16.9M
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 | $16.9M | $138,758 | $0 |
| 2023 | 0 | $17.4M | $141,550 | $0 |
| 2022 | 0 | $17.1M | $129,971 | $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 |
|---|---|---|---|---|
| MERCER | Other Service Provider | $36,900 | — | $36,900 |
| MOSS ADAMS LLP | Other Service Provider | $26,250 | — | $26,250 |
| THE STANDARD | Recordkeeper | $22,399 | — | $22,399 |
| BANK OF NEW YORK MELLON | Other Service Provider | $6,707 | — | $6,707 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,256
- Estimated Expense Ratio: 0.546% 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 | $121,463 | — | — | $26,250 | — |
| 2023 | $114,412 | — | — | $24,938 | — |
| 2022 | $79,431 | — | — | — | $79,431 |