# The Rand Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/the-rand-corporation-951958142-513

> The Rand Corporation'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:** The Rand Corporation

- **Sponsor EIN:** 951958142

- **Sponsor Address:** POST OFFICE BOX 2138, SANTA MONICA, CA, 904072138

- **Plan Type:** Health & Welfare

- **Plan Number:** 513

- **Total Participants:** 0

- **Total Assets:** $27.5M

## 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|$27.5M|$0|$278,826|

| 2023|0|$26.0M|$0|$236,246|

| 2022|0|$24.0M|$0|$214,748|

## 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|

| ROCATON INVESTMENT ADVISORS, LLC|Other Service Provider|$20,465|—|$20,465|

| LCG ASSOCIATES, INC.|Other Service Provider|$16,226|—|$16,226|

| BALBEC CAPITAL LP|Other Service Provider|—|$9,678|$9,678|

| LOOMIS, SAYLES TRUST COMPANY|Other Service Provider|$7,633|—|$7,633|

| HARBOURVEST PARTNERS, LP|Other Service Provider|$6,638|—|$6,638|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,640

- **Estimated Expense Ratio:** 0.220% 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|$42,032|$42,032|—|—|—|

| 2023|$35,804|$35,804|—|—|—|

| 2022|$61,350|$61,350|—|—|—|

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