# Taylor University Health & Welfare Plan
Source: https://planprovider.pro/companies/taylor-university-350868181-501

> Taylor University's Health & Welfare plan: 428 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Taylor University

- **Sponsor EIN:** 350868181

- **Sponsor Address:** 1846 S. MAIN STREET, UPLAND, IN, 469891001

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 428

- **Total Assets:** $2.8M

## 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|428|$2.8M|$9.1M|$1.6M|

| 2023|416|$1.9M|$7.0M|$1.5M|

| 2022|408|$2.4M|$6.5M|$1.6M|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE CO|Other Service Provider|$668,885|—|$668,885|

| AMERIFLEX|Other Service Provider|$22,770|—|$22,770|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $691,655

- **Estimated Expense Ratio:** 24.755% 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|$734,119|—|$668,885|—|—|

| 2023|$568,151|—|$434,548|—|—|

| 2022|$359,900|—|—|—|—|

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