Plan Snapshot
- Plan Sponsor: Thompson Hine LLP
- Sponsor EIN: 340575300
- Sponsor Address: 3900 KEY CENTER, CLEVELAND, OH, 441141291
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 533
- Total Assets: $8.3M
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 | 533 | $8.3M | $6.2M | $3.7M |
| 2023 | 711 | $8.2M | $5.2M | $3.5M |
| 2022 | 728 | $7.7M | $4.3M | $3.4M |
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 | $619,308 | — | $619,308 |
| AON CONSULTING | Recordkeeper | $113,382 | — | $113,382 |
| KEYBANK NATIONAL ASSOCIATION | Other Service Provider | $6,248 | $5,124 | $11,372 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $744,062
- Estimated Expense Ratio: 8.965% 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 | $592,173 | — | $467,549 | — | — |
| 2023 | $601,716 | — | $441,049 | — | — |
| 2022 | $479,670 | — | — | — | $431,500 |