# Dupaco Community Credit Union Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/dupaco-community-credit-union-420674206-501

> Dupaco Community Credit Union&#39;s Health &amp; Welfare plan: 607 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dupaco Community Credit Union

- **Sponsor EIN:** 420674206

- **Sponsor Address:** 1000 JACKSON STREET, DUBUQUE, IA, 52001

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 607

- **Total Assets:** $620,443

## 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|607|$620,443|$4.9M|$1.9M|

| 2023|480|$415,534|$4.2M|$2.0M|

| 2022|458|$262,519|$4.3M|$1.9M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$524,929|—|$524,929|—|—|

| 2023|$388,043|—|$388,043|—|—|

| 2022|$723,561|—|—|—|$723,561|

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- [Dupaco Community Credit Union](https://planprovider.pro/companies/dupaco-community-credit-union-420674206-508) — 607 participants

- [Dupaco Community Credit Union](https://planprovider.pro/companies/dupaco-community-credit-union-401k-plan) — 571 participants

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