# Board Of Trustees Of Central Texas Health And Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-central-texas-health-and-benefit-fund-200400732-501

> Board Of Trustees Of Central Texas Health And Benefit Fund's Health & Welfare plan: 4,850 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — 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|

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