# Cf&I Retirees Voluntary Employee Beneficiary Association Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/cf-i-retirees-voluntary-employee-beneficiary-association-trust-841232395-501

> Cf&I Retirees Voluntary Employee Beneficiary Association Trust's Health & Welfare plan: 966 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cf&I Retirees Voluntary Employee Beneficiary Association Trust

- **Sponsor EIN:** 841232395

- **Sponsor Address:** 200 WEST B STREET, SUITE 234, PUEBLO, CO, 81003

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 966

- **Total Assets:** $26.2M

## 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|966|$26.2M|$0|$234,067|

| 2023|1,126|$28.2M|$0|$406,213|

| 2022|1,289|$29.0M|$0|$469,661|

## 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|

| DISCIPLINED BENEFIT SERVICES, INC.|Other Service Provider|$223,181|—|$223,181|

| CALIBRE CPA GROUP, LLC|Other Service Provider|$30,685|—|$30,685|

| INNOVEST PORTFOLIO SOLUTIONS|Other Service Provider|$27,434|—|$27,434|

| CHARLES SCHWAB & CO|Recordkeeper|$25,477|—|$25,477|

| RICHMOND CAPITAL MANAGEMENT|Other Service Provider|$25,252|—|$25,252|

| BUCK GLOBAL LLC|Other Service Provider|$18,000|—|$18,000|

| VECTRA BANK|Other Service Provider|$5,668|—|$5,668|

### Verified Provider Profiles

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

- [CHARLES SCHWAB & CO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $355,697

- **Estimated Expense Ratio:** 1.359% 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|$373,695|$52,682|$223,181|$30,685|—|

| 2023|$360,386|$54,120|$205,670|$30,660|—|

| 2022|$386,755|$59,673|$234,986|—|$47,106|

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