Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Central Texas Health And Benefit Fund
- Sponsor EIN: 200400732
- Sponsor Address: 2300 BUENA VISTA SE, STE 127, ALBUQUERQUE, NM, 87106
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,850
- Total Assets: $39.0M
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 | 4,850 | $39.0M | $45.6M | $118,342 |
| 2023 | 3,978 | $29.2M | $32.4M | $91,638 |
| 2022 | 3,184 | $25.8M | $28.7M | $107,232 |
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 |
|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $1,329,518 | — | $1,329,518 |
| AMERITAS | Other Service Provider | $202,918 | — | $202,918 |
| RYAN BENEFITS, INC | Other Service Provider | $95,000 | — | $95,000 |
| CONNER & WINTERS, LLP | Other Service Provider | $60,482 | — | $60,482 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $30,817 | — | $30,817 |
| SYMETRA LIFE INSURANCE | Other Service Provider | $18,358 | — | $18,358 |
| EDWARDS AND LEATHERS, P.C. | Other Service Provider | $14,000 | — | $14,000 |
| SAV RX | Other Service Provider | $5,537 | — | $5,537 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,756,630
- Estimated Expense Ratio: 4.500% 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 | $1,716,893 | $30,817 | $1,329,518 | — | — |
| 2023 | $1,326,737 | $35,000 | $989,593 | — | — |
| 2022 | $1,143,597 | $35,000 | $804,121 | — | $175,938 |