# Confederated Tribes Of Siletz Indians; Chinook Winds Casino Resort Health & Welfare Plan
Source: https://planprovider.pro/companies/confederated-tribes-of-siletz-indians-chinook-winds-casino-resort-930714057-501

> Confederated Tribes Of Siletz Indians; Chinook Winds Casino Resort's Health & Welfare plan: 705 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Confederated Tribes Of Siletz Indians; Chinook Winds Casino Resort

- **Sponsor EIN:** 930714057

- **Sponsor Address:** 1777 NW 44TH ST., LINCOLN CITY, OR, 973675094

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 705

- **Total Assets:** $6.3M

## 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|705|$6.3M|$5.7M|$976,457|

| 2023|698|$6.7M|$6.2M|$0|

| 2022|633|$5.3M|$5.6M|$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|

| UMR, INC.|Other Service Provider|$540,550|$21,743|$562,293|

| CHINOOK WINDS CASINO RESORT|Other Service Provider|$127,413|—|$127,413|

| CONOVER ALMOND VALLEY INS SERVICES|Investment Advisor|$113,490|—|$113,490|

| BLUEBIRD CPAS|Auditor|$11,171|—|$11,171|

### Verified Provider Profiles

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

- [BLUEBIRD CPAS](https://planprovider.pro/provider/bluebird-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $814,367

- **Estimated Expense Ratio:** 12.993% 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|$565,710|—|$435,827|$11,171|—|

| 2023|$516,245|—|$386,634|$11,205|—|

| 2022|$505,125|—|$493,955|—|$11,170|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/confederated-tribes-of-siletz-indians-chinook-winds-casino-resort-930714057-501)

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