# Patriot Coal Salaried Retiree Veba Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/patriot-coal-salaried-retiree-veba-trust-463002887-501

> Patriot Coal Salaried Retiree Veba Trust's Health & Welfare plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dickinson-wright-pllc) — ERISA Attorney

- [MORGAN STANLEY](https://planprovider.pro/provider/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|

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