# Board Of Trustees Of The Bac Southern Region Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-bac-southern-region-vacation-fund-731026026-501

> Board Of Trustees Of The Bac Southern Region Vacation Fund's Health & Welfare plan: 3,496 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Bac Southern Region Vacation Fund

- **Sponsor EIN:** 731026026

- **Sponsor Address:** 212 NE 27TH ST, OKLAHOMA CITY, OK, 731052715

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,496

- **Total Assets:** $978,424

## 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|3,496|$978,424|$0|$1.5M|

| 2023|3,423|$735,604|$0|$1.5M|

| 2022|3,295|$786,781|$0|$1.5M|

## 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|

| LUTON & COMPANY, PLLC|Recordkeeper|$42,000|—|$42,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,000

- **Estimated Expense Ratio:** 4.293% 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|$11,783|—|—|—|—|

| 2023|$4,572|—|—|—|—|

| 2022|$61,224|—|—|—|$47,543|

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