# C & O Employees Hospital Association Health & Welfare Plan
Source: https://planprovider.pro/companies/c-o-employees-hospital-association-237082348-501

> C & O Employees Hospital Association's Health & Welfare plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Vba Benefits Corporation](https://planprovider.pro/companies/vba-benefits-corporation-541741662-502) — 5,666 participants

- [Vba Benefits Corporation](https://planprovider.pro/companies/vba-benefits-corporation-541741662-501) — 4,761 participants

- [Virginia Private Colleges Benefits Consortium, INC.](https://planprovider.pro/companies/virginia-private-colleges-benefits-consortium-inc-271367957-501) — 3,051 participants

- [Board Of Trustees, Nalc Annuity Trust Fund](https://planprovider.pro/companies/board-of-trustees-nalc-annuity-trust-fund-plan) — 565 participants

- [Trustees, National Association Of Letter Carriers Health Benefit Plan](https://planprovider.pro/companies/trustees-national-association-of-letter-carriers-health-benefit-plan-541875242-501) — 367 participants

- [National Automobile Dealers Association](https://planprovider.pro/companies/national-automobile-dealers-association-530114725-504) — 346 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-o-employees-hospital-association-237082348-501)

© 2026 PlanProvider.Pro