# Ebp West Care Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/ebp-west-care-health-and-welfare-plan-810478880-501

> Ebp West Care Health And Welfare Plan's Health & Welfare plan: 1,065 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/employee-fiduciary) — 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|

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