# Iowa Association Of Electric Cooperative Health & Welfare Plan
Source: https://planprovider.pro/companies/iowa-association-of-electric-cooperative-420662488-502

> Iowa Association Of Electric Cooperative's Health & Welfare plan: 3,979 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iowa Association Of Electric Cooperative

- **Sponsor EIN:** 420662488

- **Sponsor Address:** 8525 DOUGLAS AVENUE, SUITE 48, DES MOINES, IA, 503222992

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 3,979

- **Total Assets:** $9.0M

## 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.|

| 2024|3,979|$9.0M|$24.6M|$36,743|

| 2023|4,158|$8.2M|$24.4M|$16,789|

| 2022|4,138|$8.7M|$21.4M|$81,343|

## 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|

| RXBENEFITS|Other Service Provider|$140,320|—|$140,320|

| MILLIMAN|Recordkeeper|$52,441|—|$52,441|

| DELTA DENTAL|Other Service Provider|$43,140|—|$43,140|

| UHY, LLP|Auditor|$10,225|—|$10,225|

| AVESIS|Other Service Provider|$5,255|—|$5,255|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $251,381

- **Estimated Expense Ratio:** 2.791% 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|$1,344,103|$21,871|$1,259,566|$10,225|—|

| 2023|$2,374,532|$20,073|$1,187,323|$16,025|—|

| 2022|$1,543,737|$48,282|$1,381,749|—|$112,843|

## Similar Plans

- [Midamerican Energy Company](https://planprovider.pro/companies/midamerican-energy-company-401k-plan) — 8,969 participants

- [Midamerican Energy Company](https://planprovider.pro/companies/midamerican-energy-company-421425214-501) — 4,711 participants

- [Midamerican Energy Company](https://planprovider.pro/companies/midamerican-energy-company-plan-001) — 2,594 participants

- [Central Iowa Power Cooperative](https://planprovider.pro/companies/central-iowa-power-cooperative-401k-plan) — 139 participants

- [Kru Ltd. D/B/A Feed Energy Company](https://planprovider.pro/companies/kru-ltd-d-b-a-feed-energy-company-401k-plan) — 123 participants

- [Berkshire Hathaway Energy Company](https://planprovider.pro/companies/berkshire-hathaway-energy-company-847120645-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iowa-association-of-electric-cooperative-420662488-502)

© 2026 PlanProvider.Pro