# Electrical Workers' Veba Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/electrical-workers-veba-trust-208431466-502

> Electrical Workers' Veba Trust's Health & Welfare plan: 2,741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Electrical Workers' Veba Trust

- **Sponsor EIN:** 208431466

- **Sponsor Address:** PO BOX 5433, SPOKANE, WA, 99205

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 2,741

- **Total Assets:** $719,599

## 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|2,741|$719,599|$1.2M|$0|

| 2023|6,061|$821,221|$1.4M|$0|

| 2022|5,394|$531,009|$1.4M|$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|

| REHN & ASSOCIATES, INC.|Other Service Provider|$114,226|—|$114,226|

| GALLAGHER BENEFIT SERVICES, INC.|Other Service Provider|$47,092|—|$47,092|

| SCHOEDEL & SCHOEDEL CPAS, PLLC|Other Service Provider|$8,750|—|$8,750|

| KATTEN MUCHIN ROSENMAN, LLP|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $176,068

- **Estimated Expense Ratio:** 24.468% 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|$188,681|—|$114,226|$8,750|—|

| 2023|$182,756|—|$100,645|$8,300|—|

| 2022|$164,363|—|$94,009|—|$61,722|

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