Plan Snapshot
- Plan Sponsor: The Canada Life Assurance Company
- Sponsor EIN: 380397420
- Sponsor Address: 8515 E ORCHARD ROAD, 3T2, GEEENWOOD VILLAGE, CO, 801115002
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $35.2M
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. |
|---|---|---|---|---|
| 2023 | 0 | $35.2M | $0 | $0 |
| 2022 | 0 | $35.4M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $148,284 | — | $148,284 |
| DELOITTE & TOUCHE, LLP | Auditor | $47,100 | — | $47,100 |
| THE NORTHERN TRUST | Custodian / Trustee | $10,403 | — | $10,403 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,787
- Estimated Expense Ratio: 0.585% 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 |
|---|---|---|---|---|---|
| 2023 | $264,716 | $42,784 | — | $47,100 | — |
| 2022 | $211,172 | $73,280 | — | — | $53,086 |