Plan Snapshot
- Plan Sponsor: Regional West Health Services & Affiliat
- Sponsor EIN: 363314157
- Sponsor Address: 4021 AVE B, SCOTTSBLUFF, NE, 69361
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 764
- Total Assets: $978,492
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 | 764 | $978,492 | $12.8M | $3.4M |
| 2023 | 827 | $818,855 | $25.9M | $3.2M |
| 2022 | 797 | $1.6M | $15.4M | $3.3M |
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 |
|---|---|---|---|---|
| REGIONAL CARE INC | Recordkeeper | $494,820 | — | $494,820 |
| MIDLANDS CHOICE | Insurance Carrier | $52,300 | — | $52,300 |
| MEDWATCH, LLC | Insurance Carrier | $28,052 | — | $28,052 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $575,172
- Estimated Expense Ratio: 58.781% 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 | $379,402 | — | $379,402 | — | — |
| 2023 | $398,976 | — | $398,976 | — | — |
| 2022 | $424,199 | — | $424,199 | — | — |