# Cavco Industries, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/cavco-industries-inc-562405642-501

> Cavco Industries, INC.'s Health & Welfare plan: 6,470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cavco Industries, INC.

- **Sponsor EIN:** 562405642

- **Sponsor Address:** 3636 N CENTRAL AVE, PHOENIX, AZ, 85012

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 6,470

- **Total Assets:** $0

## 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|6,470|$0|$0|$0|

| 2024|6,389|$0|$0|$0|

| 2023|6,446|$0|$0|$0|

| 2022|6,464|$0|$0|$0|

## 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|

| CVSHEALTH|Other Service Provider|$13,997,447|—|$13,997,447|

| UHC (SUREST)|Other Service Provider|$2,550,243|—|$2,550,243|

| UNITED HEALTHCARE SERVICES|Other Service Provider|$440,832|—|$440,832|

| DELTA DENTAL OF ARIZONA|Other Service Provider|$164,031|—|$164,031|

| WEX INC.|Other Service Provider|$69,509|—|$69,509|

| ASSUREDPARTNERS OF ARIZONA|Investment Advisor|—|$43,729|$43,729|

| IMA, INC. (SUREST)|Investment Advisor|—|$32,834|$32,834|

| IMA, INC.|Other Service Provider|—|$12,491|$12,491|

| IMA, INC.|Investment Advisor|—|$11,898|$11,898|

| ASSUREDPARTNERS OF ARIZONA LLC|Investment Advisor|—|$8,880|$8,880|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,331,894

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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