Direct Travel Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Direct Travel
  • Sponsor EIN: 453123475
  • Sponsor Address: 7430 E CALEY AVE., SUITE 220E, CENTENNIAL, CO, 80111
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 1,243
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251,243$0$0$0
2024910$0$0$0
2023769$0$0$0
2022709$0$0$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$538,854$16,957$555,811
HUB INTERNATIAONAL MIDWEST LTDInvestment Advisor$68,775—$68,775
DELTA DENTAL OF COLORADORecordkeeper$48,464—$48,464
RXBENEFITS, INCOther Service Provider$15,653—$15,653

Plan Fees & Expenses

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

  • Total Service Provider Fees: $688,703

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
2025—————
2024—————
2023—————
2022—————

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