Plan Snapshot
- Plan Sponsor: Rocky Flats Welfare Benefits Trust
- Sponsor EIN: 746518237
- Sponsor Address: PO BOX 943, RICHLAND, WA, 99352
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $678,450
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 | 0 | $678,450 | $15.2M | $282,537 |
| 2023 | 0 | $1.2M | $15.5M | $360,702 |
| 2022 | 0 | $1.6M | $18.8M | $530,685 |
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 |
|---|---|---|---|---|
| TELUS | Other Service Provider | $554,908 | — | $554,908 |
| MERCER HEALTH & BENEFITS | Other Service Provider | $246,833 | $1,222 | $248,055 |
| DAVIS WRIGHT TREMAINE | ERISA Attorney | $152,265 | — | $152,265 |
| UMR, INC | Other Service Provider | $32,639 | $1,003 | $33,642 |
| EMS | Other Service Provider | $20,088 | — | $20,088 |
| US BANK | Recordkeeper | $9,655 | — | $9,655 |
| MILLER KAPALN | Auditor | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIS WRIGHT TREMAINE — ERISA Attorney
- US BANK — Recordkeeper
- MILLER KAPALN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,028,113
- Estimated Expense Ratio: 151.539% 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 | $1,025,702 | — | $213,434 | $9,500 | — |
| 2023 | $940,366 | — | $940,366 | — | — |
| 2022 | $1,291,900 | — | — | — | $1,291,900 |