Plan Snapshot
- Plan Sponsor: Bechtel Global Corporation
- Sponsor EIN: 800848899
- Sponsor Address: PO BOX 7700, GLENDALE, AZ, 85312
- Plan Type: Health & Welfare
- Plan Number: 539
- Total Participants: 0
- 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 | 0 | $1.1M | $480,000 | $0 |
| 2023 | 0 | $929,196 | $480,000 | $0 |
| 2022 | 591 | $878,017 | $1.0M | $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 |
|---|---|---|---|---|
| CROWE LLP | Other Service Provider | $28,200 | — | $28,200 |
| EXTEND HEALTH, INC. (VIABENEFITS) | Recordkeeper | $9,650 | — | $9,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,850
- Estimated Expense Ratio: 3.499% 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 | $56,419 | — | — | $28,200 | — |
| 2023 | $54,872 | $1,181 | — | $26,400 | — |
| 2022 | $41,039 | — | — | — | $25,800 |