# University Of Indianapolis Health & Welfare Plan
Source: https://planprovider.pro/companies/university-of-indianapolis-350868107-508

> University Of Indianapolis's Health & Welfare plan: 324 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 Indianapolis

- **Sponsor EIN:** 350868107

- **Sponsor Address:** 1400 EAST HANNA AVENUE, INDIANAPOLIS, IN, 46227

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 324

- **Total Assets:** $3.7M

## 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|324|$3.7M|$0|$12,061|

| 2023|349|$3.5M|$0|$16,153|

| 2022|509|$3.2M|$147,156|$19,244|

## 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 RETIRMENT HEALTH SOLUTIONS|Other Service Provider|$23,201|—|$23,201|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,201

- **Estimated Expense Ratio:** 0.630% 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|$23,201|—|$23,201|—|—|

| 2023|$21,301|—|$21,301|—|—|

| 2022|$19,323|—|$19,323|—|—|

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