Plan Snapshot
- Plan Sponsor: University Of Evansville
- Sponsor EIN: 350868074
- Sponsor Address: 1800 LINCOLN AVENUE, EVANSVILLE, IN, 47722
- Plan Type: Health & Welfare
- Plan Number: 509
- Total Participants: 180
- Total Assets: $8.6M
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 | 180 | $8.6M | $86,561 | $87,870 |
| 2023 | 217 | $8.1M | $217,635 | $83,537 |
| 2022 | 243 | $7.4M | $328,432 | $89,388 |
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 | $27,304 | — | $27,304 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,304
- Estimated Expense Ratio: 0.317% 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 | $27,304 | — | $27,304 | — | — |
| 2023 | $27,447 | — | $27,447 | — | — |
| 2022 | $27,986 | — | $27,986 | — | — |