# Vorys,Sater,Seymour And Pease LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/vorys-sater-seymour-and-pease-llp-314333125-502

> Vorys,Sater,Seymour And Pease LLP's Health & Welfare plan: 697 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vorys,Sater,Seymour And Pease LLP

- **Sponsor EIN:** 314333125

- **Sponsor Address:** 52 EAST GAY STREET, COLUMBUS, OH, 432161008

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 697

- **Total Assets:** $2.5M

## 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|697|$2.5M|$5.7M|$5.4M|

| 2023|676|$2.9M|$4.6M|$4.7M|

| 2022|529|$3.9M|$4.7M|$4.3M|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$334,924|—|$334,924|

| DELTA DENTAL OF OHIO|Other Service Provider|$28,684|$12,925|$41,609|

| MERCER HEALTH & BENEFITS, LLC|Other Service Provider|$33,369|—|$33,369|

| CLARK SCHAEFER HACKETT|Auditor|$21,000|—|$21,000|

| PNC BANK|Custodian / Trustee|$12,150|—|$12,150|

| ISOLVED BENEFIT SERVICES|Other Service Provider|$7,882|—|$7,882|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $450,934

- **Estimated Expense Ratio:** 18.291% 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|$551,292|—|$398,458|$21,000|—|

| 2023|$613,081|—|$578,687|$5,750|—|

| 2022|$126,751|—|$10,698|—|$110,553|

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