# The Iowa Clinic P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-iowa-clinic-p-c-421420077-510

> The Iowa Clinic P.C.'s Health & Welfare plan: 892 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Iowa Clinic P.C.

- **Sponsor EIN:** 421420077

- **Sponsor Address:** 5950 UNIVERSITY AVE, SUITE 321, WEST DES MOINES, IA, 50266

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 892

- **Total Assets:** $6.1M

## 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|892|$6.1M|$9.1M|$2.3M|

| 2023|806|$3.8M|$8.0M|$2.1M|

| 2022|768|$2.9M|$8.1M|$2.1M|

## 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|

| WELLMARK BC&BS OF IOWA|Other Service Provider|$592,036|—|$592,036|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $592,036

- **Estimated Expense Ratio:** 9.720% 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|$577,898|—|$577,898|—|—|

| 2023|$610,586|—|$610,586|—|—|

| 2022|$719,974|—|$719,974|—|—|

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