# Northwest Airlines Section 1114 Veba Trust Retiree Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/northwest-airlines-section-1114-veba-trust-retiree-committee-260234311-501

> Northwest Airlines Section 1114 Veba Trust Retiree Committee's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [JENNER & BLOCK LLP](https://planprovider.pro/provider/jenner-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-airlines-section-1114-veba-trust-retiree-committee-260234311-501)

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