Plan Snapshot
- Plan Sponsor: Bd Of Trustees Patriot Retirees Veba Plan Administrator
- Sponsor EIN: 463070420
- Sponsor Address: 18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA, 22172
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 110
- Total Assets: $1.1M
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 | 110 | $1.1M | $1.2M | $0 |
| 2023 | 110 | $967,794 | $1.2M | $0 |
| 2022 | 110 | $958,641 | $1.3M | $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 |
|---|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | Other Service Provider | $34,407 | — | $34,407 |
| CALIBRE CPA GROUP PLLC | Auditor | $20,600 | — | $20,600 |
| MICHAEL BUCKNER | Custodian / Trustee | $18,000 | — | $18,000 |
| HORIZON ACTUARIAL SERVICES, LLC. | Other Service Provider | $16,781 | — | $16,781 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,788
- Estimated Expense Ratio: 8.219% 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 | $97,633 | — | $34,407 | $20,600 | — |
| 2023 | $73,182 | — | $33,190 | $20,000 | — |
| 2022 | $73,614 | — | $33,190 | — | $32,804 |