# Rocky Flats Welfare Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/rocky-flats-welfare-benefits-trust-746518237-501

> Rocky Flats Welfare Benefits Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/davis-wright-tremaine-llp) — ERISA Attorney

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLER KAPALN](https://planprovider.pro/provider/miller-kaplan-arase-llp) — 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|

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