# Bd Of Trustees Patriot Retirees Veba Plan Administrator Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-patriot-retirees-veba-plan-administrator-463070420-501

> Bd Of Trustees Patriot Retirees Veba Plan Administrator's Health & Welfare plan: 110 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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