# Standard Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/standard-insurance-company-930242990-516

> Standard Insurance Company'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:** 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|

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