# Obi Retiree Voluntary Employee Benefits Association Health & Welfare Plan
Source: https://planprovider.pro/companies/obi-retiree-voluntary-employee-benefits-association-203970900-501

> Obi Retiree Voluntary Employee Benefits Association's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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