Plan Snapshot
- Plan Sponsor: Overland West, INC.
- Sponsor EIN: 870440922
- Sponsor Address: PO BOX 590, OGDEN, UT, 84402
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 211
- Total Assets: $648,924
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 | 211 | $648,924 | $3.1M | $1.1M |
| 2023 | 210 | $592,602 | $2.7M | $1.0M |
| 2022 | 205 | $786,330 | $2.7M | $1.0M |
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 |
|---|---|---|---|---|
| KEYES INSURANCE SERVICES, INC | Investment Advisor | $75,570 | — | $75,570 |
| CIGNA HEALTH AND LIFE INSURANCE | Other Service Provider | $9,089 | — | $9,089 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,659
- Estimated Expense Ratio: 13.046% 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 | $171,852 | — | $171,852 | — | — |
| 2023 | $158,432 | — | $158,432 | — | — |
| 2022 | $152,996 | — | $152,996 | — | — |