Plan Snapshot
- Plan Sponsor: Tilson Hr INC
- Sponsor EIN: 351954179
- Sponsor Address: 1530 AMERICAN WAY STE 200, GREENWOOD, IN, 461435608
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,777
- Total Assets: $0
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 | 1,777 | $0 | $0 | $0 |
| 2024 | 2,128 | $1.5M | $4.1M | $4.0M |
| 2023 | 1,970 | $972,132 | $3.7M | $3.9M |
| 2022 | 1,788 | $495,822 | $3.2M | $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 |
|---|---|---|---|---|
| UNITED HEALTHCARE | Recordkeeper | — | $994,160 | $994,160 |
| METROPOLITAN LIFE INSURANCE COMPANY | Recordkeeper | $76,463 | — | $76,463 |
| HUMANA INSURANCE COMPANY | Recordkeeper | $54,792 | — | $54,792 |
| PROSPECTIVE RISK MANAGEMENT | Actuary | $51,049 | — | $51,049 |
| THE PEO AUXILLARY | Recordkeeper | $20,703 | — | $20,703 |
| EVERYTHING BENEFITS | Recordkeeper | $14,268 | — | $14,268 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,211,435
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 | — | — | — | — | — |
| 2024 | $1,216,380 | — | — | — | — |
| 2023 | $400,148 | — | — | — | — |
| 2022 | $399,855 | — | — | — | — |