# Gila Valley Farms Health & Welfare Plan
Source: https://planprovider.pro/companies/gila-valley-farms-860995715-501

> Gila Valley Farms's Health & Welfare plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gila Valley Farms

- **Sponsor EIN:** 860995715

- **Sponsor Address:** 6745 E COUNTY 7TH STREET, YUMA, AZ, 85365

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 107

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|107|$0|$0|$0|

| 2023|101|$0|$0|$0|

| 2022|92|$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|

| NATIONAL UNDERWRITING SERVICES|Other Service Provider|$88,780|—|$88,780|

| TRANSWESTERN INSURANCE ADMIN|Other Service Provider|$26,705|—|$26,705|

| SOUTHWEST RISK MANAGEMENT, LLC|Investment Advisor|$19,123|—|$19,123|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,608

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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