Plan Snapshot
- Plan Sponsor: Thames Development Ltd C/O Pittston Coal
- Sponsor EIN: 541289904
- Sponsor Address: P.O. BOX 1268, ABINGDON, VA, 242121268
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 826
- Total Assets: $129.5M
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 | 826 | $129.5M | $104,602 | $0 |
| 2023 | 897 | $136.2M | $94,047 | $0 |
| 2022 | 964 | $141.2M | $184,250 | $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 |
|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT | Other Service Provider | $466,719 | — | $466,719 |
| EXPRESS SCRIPTS | Other Service Provider | $223,297 | — | $223,297 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $171,643 | — | $171,643 |
| MERCER | Investment Advisor | $15,237 | — | $15,237 |
| HIGHLAND PHYSICIANS, INC. | Other Service Provider | $12,921 | — | $12,921 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $889,817
- Estimated Expense Ratio: 0.687% 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 | $889,917 | $466,719 | $407,961 | — | — |
| 2023 | $1,012,457 | $612,749 | — | — | — |
| 2022 | $1,794,731 | $597,799 | — | — | $1,196,932 |