Plan Snapshot
- Plan Sponsor: Ebp West Care Health And Welfare Plan
- Sponsor EIN: 810478880
- Sponsor Address: 701 GOLD AVENUE, BOZEMAN, MT, 597152453
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,065
- Total Assets: $14.9M
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 | 1,065 | $14.9M | $6.9M | $311,993 |
| 2023 | 812 | $15.2M | $6.2M | $247,466 |
| 2022 | 497 | $14.9M | $5.0M | $267,886 |
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 |
|---|---|---|---|---|
| EMPLOYEE BENEFIT MANAGEMENT SVCS. | Recordkeeper | $405,901 | — | $405,901 |
| ACTUARIAL STRATEGIES AND TACTICS AZ | Other Service Provider | $28,000 | — | $28,000 |
| MAGELLAN RX | Recordkeeper | $10,896 | — | $10,896 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFIT MANAGEMENT SVCS. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,797
- Estimated Expense Ratio: 2.994% 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 | $914,619 | — | $450,396 | — | — |
| 2023 | $344,750 | — | $316,750 | — | — |
| 2022 | $252,207 | — | $224,207 | — | $28,000 |