Plan Snapshot
- Plan Sponsor: Texas Gas Transmission, LLC
- Sponsor EIN: 610405152
- Sponsor Address: 610 WEST 2ND STREET, OWENSBORO, KY, 423010739
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 533
- Total Assets: $85.4M
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 | 533 | $85.4M | $0 | $0 |
| 2024 | 521 | $87.1M | $8.8M | $4.0M |
| 2023 | 508 | $121.4M | $5.3M | $4.0M |
| 2022 | 498 | $96.3M | $8.2M | $3.9M |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $411,996 | — | $411,996 |
| PIMCO | Other Service Provider | $239,794 | — | $239,794 |
| STEGNER INVESTMENT ASSOCIATES | Other Service Provider | $55,000 | — | $55,000 |
| DEAN DORTON ALLEN FORD, PLLC | Other Service Provider | $40,131 | — | $40,131 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $29,770 | — | $29,770 |
| CVS-CAREMARK RX, LLC | Other Service Provider | $26,545 | — | $26,545 |
| FROST BROWN TODD | Other Service Provider | $16,855 | — | $16,855 |
| MERCER HEALTH & BENEFITS, LLC | Other Service Provider | $15,000 | — | $15,000 |
| CIGNA HEALTH & LIFE INSURANCE COMP | Other Service Provider | $11,969 | — | $11,969 |
| KPMG | Other Service Provider | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $857,060
- Estimated Expense Ratio: 1.004% 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 |
|---|---|---|---|---|---|
| 2025 | $14,571,761 | $309,635 | $456,816 | $40,131 | — |
| 2024 | $2,384,344 | $330,799 | $463,873 | $41,207 | — |
| 2023 | $2,015,310 | — | $917,359 | — | — |
| 2022 | $1,379,473 | — | $750,627 | — | — |