# Guadalupe Valley Telephone Cooperative, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/guadalupe-valley-telephone-cooperative-inc-741194662-505

> Guadalupe Valley Telephone Cooperative, INC.'s Health & Welfare plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Guadalupe Valley Telephone Cooperative, INC.

- **Sponsor EIN:** 741194662

- **Sponsor Address:** 36101 FM 3159, NEW BRAUNFELS, TX, 781325903

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 219

- **Total Assets:** $12.6M

## 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|219|$12.6M|$2.8M|$726,172|

| 2023|205|$12.4M|$3.2M|$731,567|

| 2022|208|$11.6M|$2.8M|$720,256|

## 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|

| INTEGRA EMPLOYER HEALTH DBA MAESTRO|Recordkeeper|$76,887|—|$76,887|

| STRATEBEN|Other Service Provider|$75,835|—|$75,835|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$33,114|—|$33,114|

| HEARD MCELROY & VESTAL LLC|Auditor|$18,000|—|$18,000|

| PHCS|Other Service Provider|$15,690|—|$15,690|

| SAGE ADVISORY SERVICES LTD|Other Service Provider|$14,941|—|$14,941|

| HEALTHCARE BLUEBOOK|Other Service Provider|$5,230|—|$5,230|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $239,697

- **Estimated Expense Ratio:** 1.907% 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|$331,030|$14,941|$264,975|$18,000|—|

| 2023|$312,633|—|$249,840|$17,500|—|

| 2022|$274,037|$41,548|$163,689|—|$66,971|

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