Plan Snapshot
- Plan Sponsor: C & O Employees Hospital Association
- Sponsor EIN: 237082348
- Sponsor Address: 427 E RIDGEWAY ST, CLIFTON FORGE, VA, 24422
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $6.4M
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. |
|---|---|---|---|---|
| 2025 | 0 | $6.4M | $0 | $0 |
| 2024 | 0 | $6.7M | $6,000 | $1.7M |
| 2023 | 0 | $6.6M | $6,000 | $1.4M |
| 2022 | 0 | $6.3M | $6,000 | $5.3M |
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 |
|---|---|---|---|---|
| MICHELLE M. HOKE | Recordkeeper | $105,221 | — | $105,221 |
| BRANDI VIA | Other Service Provider | $61,434 | — | $61,434 |
| JULIE N. TAYLOR | Other Service Provider | $52,122 | — | $52,122 |
| KAREN P. CASH | Other Service Provider | $52,122 | — | $52,122 |
| RODNEY NICELY | Other Service Provider | $52,122 | — | $52,122 |
| COVERYS SPECIALTY INSURANCE COMPANY | Insurance Carrier | $29,085 | — | $29,085 |
| FORVIS MAZARS, LLP | Auditor | $28,949 | — | $28,949 |
| FIRST COMMUNITY BANK TRUST | Investment Advisor | $17,709 | — | $17,709 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $398,764
- Estimated Expense Ratio: 6.254% 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 |
|---|---|---|---|---|---|
| 2025 | $8,619,261 | $17,709 | — | — | — |
| 2024 | $845,014 | $18,291 | — | — | — |
| 2023 | $867,885 | $17,195 | — | — | — |
| 2022 | $774,835 | $16,365 | — | — | $25,350 |