Plan Snapshot
- Plan Sponsor: Swope Group Employee Benefit Fund
- Sponsor EIN: 310999192
- Sponsor Address: 1100 N. DIXIE HIGHWAY, ELIZABETHTOWN, KY, 42701
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 244
- Total Assets: $2.0M
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 | 244 | $2.0M | $3.0M | $0 |
| 2023 | 246 | $1.4M | $2.6M | $0 |
| 2022 | 234 | $1.6M | $3.0M | $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 |
|---|---|---|---|---|
| BOWDEN & WOOD, PLLC | Other Service Provider | $9,950 | — | $9,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,950
- Estimated Expense Ratio: 0.492% 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 | $441,097 | — | $431,147 | — | — |
| 2023 | $475,045 | — | $465,545 | — | — |
| 2022 | $501,850 | — | $493,050 | — | $8,800 |