# 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-421294150-502

> Board Of Trustees Of The Cooperative Welfare Benefits Fund's Health & Welfare plan: 1,890 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:** 502

- **Total Participants:** 1,890

- **Total Assets:** $588,264

## 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|1,890|$588,264|$0|$2.4M|

| 2023|1,864|$425,239|$0|$2.5M|

| 2022|2,322|$410,391|$0|$2.4M|

## 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|

| CBIZ CPAS P.C.|Auditor|$18,025|—|$18,025|

| WELLS FARGO BANK, N.A.|Custodian / Trustee|$9,392|—|$9,392|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,417

- **Estimated Expense Ratio:** 4.661% 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|$30,727|—|—|$21,335|—|

| 2023|$36,545|—|—|$20,790|—|

| 2022|$28,800|—|—|—|$11,350|

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