Plan Snapshot
- Plan Sponsor: United Insurance Company Of America
- Sponsor EIN: 361896670
- Sponsor Address: 12115 LACKLAND ROAD, ST. LOUIS, MO, 631464003
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 1,836
- Total Assets: $5.7M
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 | 1,836 | $5.7M | $0 | $1.0M |
| 2023 | 1,846 | $5.1M | $0 | $984,066 |
| 2022 | 1,886 | $4.4M | $89,526 | $1.0M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | $87,175 | — | $87,175 |
| HARTFORD | Other Service Provider | $45,166 | — | $45,166 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,341
- Estimated Expense Ratio: 2.318% 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 | $132,341 | — | — | $87,175 | — |
| 2023 | $91,842 | — | — | $42,000 | — |
| 2022 | $89,526 | — | — | — | $89,526 |