# Altria Client Services LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/altria-client-services-llc-472929146-533

> Altria Client Services LLC's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Altria Client Services LLC

- **Sponsor EIN:** 472929146

- **Sponsor Address:** P. O. BOX 85088, RICHMOND, VA, 232855088

- **Plan Type:** Health & Welfare

- **Plan Number:** 533

- **Total Participants:** 0

- **Total Assets:** $90.5M

## 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|0|$90.5M|$76,850|$3.5M|

| 2023|0|$107.7M|$85,000|$4.7M|

| 2022|0|$123.8M|$481,590|$5.1M|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE CO|Recordkeeper|$1,582,556|—|$1,582,556|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$140,000|—|$140,000|

| PACIFIC INVESTMENT MGMT CO LLC|Investment Advisor|$134,807|—|$134,807|

| JPMORGAN CHASE BANK NA|Custodian / Trustee|$127,055|—|$127,055|

| LYRA HEALTH|Recordkeeper|$114,742|—|$114,742|

| WILLIS TOWERS WATSON US LLC|Actuary|$59,900|—|$59,900|

| STATE STREET GLOBAL ADVISOR TRUST|Investment Advisor|$10,004|—|$10,004|

| ANDERSEN TAX LLC|Other Service Provider|$5,500|—|$5,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [JPMORGAN CHASE BANK NA](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,174,564

- **Estimated Expense Ratio:** 2.402% 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|$1,149,406|$134,783|$682,142|$140,000|—|

| 2023|$1,385,895|$155,796|$908,893|$138,000|—|

| 2022|$1,460,635|$215,767|$945,907|—|$298,961|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/altria-client-services-llc-472929146-533)

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