# Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/confederated-tribes-of-grand-ronde-employee-welfare-benefits-trust-200805405-502

> Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust's Health & Welfare plan: 1,492 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust

- **Sponsor EIN:** 200805405

- **Sponsor Address:** 9615 GRAND RONDE ROAD, GRAND RONDE, OR, 973479712

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,492

- **Total Assets:** $29.0M

## 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|1,492|$29.0M|$21.6M|$1.5M|

| 2023|1,409|$18.1M|$19.3M|$1.5M|

| 2022|1,393|$18.5M|$16.7M|$1.4M|

## 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|

| SHASTA ADMINISTRATIVE SERVICES|Recordkeeper|$466,519|—|$466,519|

| FOSEST COUNTY POTAWATOMI|Recordkeeper|$438,803|—|$438,803|

| CONFEDERATED TRIBES OF GRAND RONDE|Recordkeeper|$44,190|—|$44,190|

| NFP CORPORATE SERVICES INC|Other Service Provider|$35,000|—|$35,000|

| BENEFIT INTELLIGENCE|Other Service Provider|$23,017|—|$23,017|

| OPTUMRX/CATAMARAN/RESTAT LLC|Recordkeeper|$20,066|—|$20,066|

| REDW, LLC|Auditor|$18,700|—|$18,700|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Recordkeeper|$14,020|—|$14,020|

| INTERLINK CARE MANAGEMENT|Recordkeeper|$10,167|—|$10,167|

| RENALOGICS|Recordkeeper|$8,974|—|$8,974|

| KANNACT HEALTH|Recordkeeper|$7,546|—|$7,546|

### Verified Provider Profiles

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

- [REDW, LLC](https://planprovider.pro/provider/redw-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,087,002

- **Estimated Expense Ratio:** 3.747% 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|$1,093,236|—|$983,598|$18,700|—|

| 2023|$1,001,331|—|$969,851|$23,600|—|

| 2022|$781,383|—|$754,265|—|$20,950|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/confederated-tribes-of-grand-ronde-employee-welfare-benefits-trust-200805405-502)

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