# Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-cwa-loc-7777-death-and-service-benefit-plan-742164408-501

> Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan's Health & Welfare plan: 1,143 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan

- **Sponsor EIN:** 742164408

- **Sponsor Address:** 3333 S WADSWORTH BLVD UNIT D-220, LAKEWOOD, CO, 80227

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,143

- **Total Assets:** $2.6M

## 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|1,143|$2.6M|$0|$0|

| 2023|1,056|$2.4M|$0|$0|

| 2022|1,012|$2.0M|$0|$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|

| WELLS FARGO ADVISORS|Other Service Provider|$27,398|—|$27,398|

| BARATZ & ASSOCIATES, P.A.|Auditor|$12,500|—|$12,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,898

- **Estimated Expense Ratio:** 1.540% 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|$47,026|$27,398|—|—|—|

| 2023|$43,250|$25,476|—|—|—|

| 2022|$38,638|$22,294|—|—|$10,375|

## Similar Plans

- [Cf&I Retirees Voluntary Employee Beneficiary Association Trust](https://planprovider.pro/companies/cf-i-retirees-voluntary-employee-beneficiary-association-trust-841232395-501) — 966 participants

- [Denver Teachers' Club Voluntary Payroll Protection Plan](https://planprovider.pro/companies/denver-teachers-club-voluntary-payroll-protection-plan-841066338-501) — 228 participants

- [El Pomar Foundation](https://planprovider.pro/companies/el-pomar-foundation-846002373-599) — 68 participants

- [Msdz, INC.](https://planprovider.pro/companies/msdz-inc-203050999-001) — 31 participants

- [Rocky Mountain Bank And Trust](https://planprovider.pro/companies/rocky-mountain-bank-and-trust-401k-plan) — 25 participants

- [Northwest Airlines Section 1114 Veba Trust Retiree Committee](https://planprovider.pro/companies/northwest-airlines-section-1114-veba-trust-retiree-committee-260234311-501) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-cwa-loc-7777-death-and-service-benefit-plan-742164408-501)

© 2026 PlanProvider.Pro