# Holy Cross Electric Association Health & Welfare Plan
Source: https://planprovider.pro/companies/holy-cross-electric-association-840229176-501

> Holy Cross Electric Association's Health & Welfare plan: 176 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Holy Cross Electric Association

- **Sponsor EIN:** 840229176

- **Sponsor Address:** 3799 HIGHWAY 82, GLENWOOD SPRINGS, CO, 81601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 176

- **Total Assets:** $4.0M

## 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.|

| 2025|176|$4.0M|$0|$0|

| 2024|171|$4.3M|$4.2M|$622,147|

| 2023|177|$5.4M|$3.7M|$662,939|

| 2022|158|$6.3M|$3.6M|$630,496|

## 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|

| MCMAHAN AND ASSOCIATES|Auditor|$10,500|—|$10,500|

| HUB INTERNATIONAL|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,500

- **Estimated Expense Ratio:** 0.386% 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|

| 2025|$203,989|—|$2,575|$12,500|—|

| 2024|$354,139|—|$343,537|$10,500|—|

| 2023|$231,708|—|$9,950|—|—|

| 2022|$198,349|—|$9,250|—|$188,929|

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