Plan Snapshot
- Plan Sponsor: Obi Retiree Voluntary Employee Benefits Association
- Sponsor EIN: 203970900
- Sponsor Address: PO BOX 133, LONDONDERRY, NH, 03053
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $2.9M
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 | $2.9M | $0 | $0 |
| 2023 | 0 | $2.9M | $0 | $0 |
| 2022 | 0 | $2.8M | $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 |
|---|---|---|---|---|
| LAURIE A. KIRICOPLES | Other Service Provider | $32,000 | — | $32,000 |
| THOMAS FORD | Other Service Provider | $32,000 | — | $32,000 |
| ROBERT GOWDY | Other Service Provider | $30,000 | — | $30,000 |
| CLIFTONLARSONALLEN LLP | Auditor | $28,140 | — | $28,140 |
| PNC BANK | Other Service Provider | $8,670 | — | $8,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,810
- Estimated Expense Ratio: 4.505% 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 | $136,860 | $8,670 | $6,050 | $28,140 | — |
| 2023 | $110,411 | $8,549 | $7,862 | — | — |
| 2022 | $112,685 | $8,655 | $10,030 | — | — |