Plan Ledger DOL Form 5500 · updated monthly

Health Plan Intermediaries Holdings LLC401(k)

HEALTH PLAN INT HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.61%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Health Plan Intermediaries Holdings LLC reported $47,746 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $902 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (1,996th of 3,644), and 4,158th of 4,798 in finance & insurance. In 2022, employees put in $3.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,177,434
Participants with balances1,398
Active participants1,084
Employer contributions$977,633
Employee contributions$3,485,868
Employer contribution per active participant$902
Average account balance$5,849
Benefits paid to participants$2,138,103
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$4
Total administrative$47,746
The Health Plan Intermediaries Holdings LLC 401(k) match · 2022
Employer contribution per active participant$902
Median for plans this size$1,114

Health Plan Intermediaries Holdings LLC's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$47,746 · 0.61%
Same employer
Similar plansFinance & Insurance · Florida
Dane Street, LLC FL$7.7M · 0.79%
Safepoint Mga, LLC FL$7.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460580972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.