# Unaka Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/unaka-company-inc-620506766-501

> Unaka Company, INC.'s Health & Welfare plan: 683 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unaka Company, INC.

- **Sponsor EIN:** 620506766

- **Sponsor Address:** 1500 INDUSTRIAL ROAD, GREENEVILLE, TN, 37445

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 683

- **Total Assets:** $1.4M

## 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|683|$1.4M|$4.1M|$1.6M|

| 2023|648|$897,410|$4.0M|$1.7M|

| 2022|720|$245,824|$4.6M|$1.7M|

## 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|

| TELADOC HEALTH, INC.|Other Service Provider|—|$20,539|$20,539|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,539

- **Estimated Expense Ratio:** 1.498% 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|$340,495|—|—|—|—|

| 2023|$368,471|—|—|—|—|

| 2022|$293,941|—|—|—|—|

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