# Utah Medical Products, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/utah-medical-products-inc-870342734-501

> Utah Medical Products, INC.&#39;s Health &amp; Welfare plan: 78 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Utah Medical Products, INC.

- **Sponsor EIN:** 870342734

- **Sponsor Address:** 7043 SOUTH 300 WEST, MIDVALE, UT, 84047

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 78

- **Total Assets:** $11,594

## 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.|

| 2025|78|$11,594|$0|$0|

| 2024|87|$16,973|$1.4M|$222,204|

| 2023|91|$12,412|$1.0M|$208,116|

| 2022|93|$4,885|$1.2M|$203,625|

## 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|

| TALL TREE ADMINISTRATORS|Recordkeeper|$44,450|—|$44,450|

| NFP CORPORATE SERVICES|Investment Advisor|$9,978|—|$9,978|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,428

- **Estimated Expense Ratio:** 469.450% 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|

| 2025|$1,133,970|—|—|—|—|

| 2024|$1,580,966|—|—|—|—|

| 2023|$1,255,105|—|—|—|—|

| 2022|$1,409,657|—|—|—|—|

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