Plan Snapshot
- Plan Sponsor: Northwest Airlines Section 1114 Veba Trust Retiree Committee
- Sponsor EIN: 260234311
- Sponsor Address: 200 W. B. STREET, SUITE 234, PUEBLO, CO, 81003
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $10.6M
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 | 0 | $10.6M | $0 | $0 |
| 2023 | 0 | $11.2M | $0 | $0 |
| 2022 | 0 | $12.7M | $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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $51,780 | — | $51,780 |
| BDO USA P.C. | Auditor | $49,991 | — | $49,991 |
| DISCIPLINED BENEFIT SERVICES, INC. | Other Service Provider | $41,474 | — | $41,474 |
| THE SEGAL ADVISORS, INC | Other Service Provider | $41,250 | — | $41,250 |
| MARVIN SANDRIN | Custodian / Trustee | $30,000 | — | $30,000 |
| ARLO BERTSCH | Custodian / Trustee | $25,000 | — | $25,000 |
| BILL CAMERON | Custodian / Trustee | $25,000 | — | $25,000 |
| EILEEN HALVERSON | Custodian / Trustee | $25,000 | — | $25,000 |
| JOHN PAULY | Custodian / Trustee | $25,000 | — | $25,000 |
| STUART WOHL | Custodian / Trustee | $25,000 | — | $25,000 |
| JENNER & BLOCK LLP | ERISA Attorney | $16,897 | — | $16,897 |
| STATE STREET GLOBAL ADVISORS | Custodian / Trustee | $7,756 | — | $7,756 |
| GARY BERG | Custodian / Trustee | $6,250 | — | $6,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
- JENNER & BLOCK LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $370,398
- Estimated Expense Ratio: 3.509% 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 | $433,943 | $49,006 | $41,474 | $49,991 | — |
| 2023 | $662,422 | $52,835 | $44,807 | $28,842 | — |
| 2022 | $249,038 | $53,365 | $63,574 | — | $75,963 |