# Rbc Usa Holdco Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/rbc-usa-holdco-corporation-200563684-504

> Rbc Usa Holdco Corporation's Health & Welfare plan: 8,535 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rbc Usa Holdco Corporation

- **Sponsor EIN:** 200563684

- **Sponsor Address:** 250 NICOLLET MALL, MINNEAPOLIS, MN, 55401

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 8,535

- **Total Assets:** $21.0M

## 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|8,535|$21.0M|$149.4M|$46.9M|

| 2023|8,300|$16.9M|$144.5M|$45.1M|

| 2022|8,055|$10.4M|$121.6M|$41.3M|

## 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|

| BLUE CROSS BLUE SHEILD OF MINNESOTA|Other Service Provider|$5,638,737|—|$5,638,737|

| EXPRESS SCRIPTS|Other Service Provider|$627,104|—|$627,104|

| DELTA DENTAL|Other Service Provider|$375,717|—|$375,717|

| LIMEADE|Other Service Provider|$309,232|—|$309,232|

| TELADOC HEALTH, INC|Other Service Provider|$241,450|—|$241,450|

| WIN FERTILITY|Other Service Provider|$98,000|—|$98,000|

| JELLYVISION LAB, INC|Other Service Provider|$93,657|—|$93,657|

| OVULINE, INC. DBA OVIA HEALTH|Other Service Provider|$80,107|—|$80,107|

| WEX HEALTH INC|Other Service Provider|$44,675|—|$44,675|

| TANGO CARD, INC|Other Service Provider|$30,572|—|$30,572|

| OLSEN, THIELEN & CO, LTD|Auditor|$27,699|—|$27,699|

| COMERICA|Custodian / Trustee|$9,136|—|$9,136|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OLSEN, THIELEN & CO, LTD](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,576,086

- **Estimated Expense Ratio:** 36.133% 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|$7,576,086|—|$6,959,926|—|—|

| 2023|$7,309,854|—|$6,686,795|—|—|

| 2022|$6,781,393|—|$6,037,489|—|$743,904|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rbc-usa-holdco-corporation-200563684-504)

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