Plan Snapshot
- Plan Sponsor: Patriot Coal Salaried Retiree Veba Trust
- Sponsor EIN: 463002887
- Sponsor Address: 55 W MONROE ST STE 1200, CHICAGO, IL, 606035127
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 318
- Total Assets: $7.8M
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 | 318 | $7.8M | $0 | $0 |
| 2023 | 343 | $7.9M | $0 | $0 |
| 2022 | 375 | $8.3M | $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 |
|---|---|---|---|---|
| DICKINSON WRIGHT, PLLC | ERISA Attorney | $50,831 | — | $50,831 |
| MORGAN STANLEY | Investment Advisor | $46,030 | — | $46,030 |
| CORE DOCUMENTS, INC. | Recordkeeper | $24,613 | — | $24,613 |
| RICHMOND & COMPANY, CPA'S, A.C. | Other Service Provider | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICKINSON WRIGHT, PLLC — ERISA Attorney
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,474
- Estimated Expense Ratio: 1.737% 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 | $140,688 | $46,030 | $24,613 | $14,000 | — |
| 2023 | $129,008 | $45,436 | $25,624 | $14,000 | — |
| 2022 | $124,459 | $49,256 | $27,742 | — | $39,779 |