# The University Of The South Health & Welfare Plan
Source: https://planprovider.pro/companies/the-university-of-the-south-620475697-501

> The University Of The South's Health & Welfare plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The University Of The South

- **Sponsor EIN:** 620475697

- **Sponsor Address:** 735 UNIVERSITY AVENUE, SEWANEE, TN, 37383

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 366

- **Total Assets:** $5.5M

## 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|366|$5.5M|$401,705|$144,622|

| 2023|371|$4.9M|$426,260|$140,392|

| 2022|378|$4.3M|$446,424|$143,339|

## 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|

| EMERITI RETIREMENT HEALTH SOLUTIONS|Other Service Provider|$30,735|—|$30,735|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,735

- **Estimated Expense Ratio:** 0.555% 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|$30,735|—|$30,735|—|—|

| 2023|$30,784|—|$30,784|—|—|

| 2022|$28,565|—|$28,565|—|—|

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