# Stetson University INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/stetson-university-inc-590624416-510

> Stetson University INC.'s Health & Welfare plan: 814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stetson University INC.

- **Sponsor EIN:** 590624416

- **Sponsor Address:** 421 N. WOODLAND BLVD., UNIT 8327, DELAND, FL, 327203756

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 814

- **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|814|$0|$0|$0|

| 2024|1,046|$0|$0|$0|

| 2023|803|$0|$0|$0|

| 2022|885|$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|

| HEALTH OPTIONS|Recordkeeper|$326,649|$332|$326,981|

| BLUE CROSS BLUE SHIELD OF FLORIDA|Recordkeeper|$153,034|$6,725|$159,759|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $486,740

### 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|—|—|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stetson-university-inc-590624416-510)

© 2026 PlanProvider.Pro