# Overland West, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/overland-west-inc-870440922-502

> Overland West, INC.'s Health & Welfare plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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