# Board Of Trustees Of The Cooperative Welfare Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-cooperative-welfare-benefits-fund-421294150-501

> Board Of Trustees Of The Cooperative Welfare Benefits Fund's Health & Welfare plan: 4,946 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 Cooperative Welfare Benefits Fund

- **Sponsor EIN:** 421294150

- **Sponsor Address:** 1415 28TH STREET, SUITE 100, WEST DES MOINES, IA, 502661450

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,946

- **Total Assets:** $20.5M

## 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|4,946|$20.5M|$61.1M|$1.0M|

| 2023|5,337|$20.3M|$67.6M|$1.3M|

| 2022|5,458|$17.9M|$59.5M|$1.3M|

## 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|

| WELLMARK|Recordkeeper|$2,605,854|—|$2,605,854|

| DELTA DENTAL|Recordkeeper|$150,455|—|$150,455|

| SPENCER FANE LLP|ERISA Attorney|$44,144|—|$44,144|

| ASSOCIATED BENEFITS CORPORATION|Recordkeeper|$41,456|—|$41,456|

| BRAL NIEDERT PRIVATE WEALTH ADVISOR|Investment Advisor|$35,988|—|$35,988|

| CBIZ CPAS P.C.|Auditor|$34,503|—|$34,503|

| DELOITTE & TOUCHE LLP|Auditor|$24,810|—|$24,810|

### Verified Provider Profiles

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

- [SPENCER FANE LLP](https://planprovider.pro/provider/spencer-fane-llp) — ERISA Attorney

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,937,210

- **Estimated Expense Ratio:** 14.335% 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|$3,167,624|$35,988|$2,797,767|$59,313|—|

| 2023|$3,082,180|$34,291|$2,807,561|$50,750|—|

| 2022|$2,733,802|$20,125|$2,624,437|—|$34,565|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-cooperative-welfare-benefits-fund-421294150-501)

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