# University Of Evansville Health & Welfare Plan
Source: https://planprovider.pro/companies/university-of-evansville-350868074-509

> University Of Evansville's Health & Welfare plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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