# Connecticut Renaissance INC Veba Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/connecticut-renaissance-inc-veba-trust-204618170-501

> Connecticut Renaissance INC Veba Trust's Health & Welfare plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Connecticut Renaissance INC Veba Trust

- **Sponsor EIN:** 204618170

- **Sponsor Address:** 1 WATERVIEW DRIVE SUITE 202, SHELTON, CT, 06484

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 161

- **Total Assets:** $600,231

## 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|161|$600,231|$1.2M|$264,291|

| 2023|110|$572,819|$973,246|$229,345|

| 2022|93|$597,555|$1.2M|$1,305|

## 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|

| BUDWITZ & MEYERJACK , P.C.|Auditor|$8,590|—|$8,590|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,590

- **Estimated Expense Ratio:** 1.431% 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|$90,599|—|$2,613|$8,590|—|

| 2023|$69,213|—|$1,826|$7,090|—|

| 2022|$67,865|—|$1,450|—|—|

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