Plan Snapshot
- Plan Sponsor: Wv-Oh Supplemental Health Plan
- Sponsor EIN: 300002072
- Sponsor Address: 3150 US ROUTE 60, ONA, WV, 25545
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $5.7M
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 | 0 | $5.7M | $3.1M | $0 |
| 2023 | 993 | $4.4M | $2.1M | $0 |
| 2022 | 899 | $3.8M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $19,900 | — | $19,900 |
| FRANK N HESTAND CPA PSC | Auditor | $9,000 | — | $9,000 |
| STANDARD VALUATIONS INC | Other Service Provider | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK N HESTAND CPA PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,900
- Estimated Expense Ratio: 0.642% 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 | $60,933 | $9,500 | $19,900 | $10,643 | — |
| 2023 | $60,688 | $9,500 | $22,213 | — | — |
| 2022 | $50,029 | $9,500 | $19,835 | — | $11,822 |