Plan Snapshot
- Plan Sponsor: Cti V.E.B.A. Plan Trust
- Sponsor EIN: 742403237
- Sponsor Address: 11810 N TANGELO PARK PL, MARANA, AZ, 856531473
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 479
- Total Assets: $275,898
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 | 479 | $275,898 | $2.1M | $711,750 |
| 2023 | 407 | $199,502 | $2.1M | $646,293 |
| 2022 | 534 | $783,390 | $2.5M | $728,497 |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $146,586 | — | $146,586 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,586
- Estimated Expense Ratio: 53.131% 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 | $179,906 | — | $108,716 | — | — |
| 2023 | $138,406 | — | $69,526 | — | — |
| 2022 | $145,477 | — | — | — | $145,477 |