# Veterans Of Foreign Wars Of The United States Health & Welfare Plan
Source: https://planprovider.pro/companies/veterans-of-foreign-wars-of-the-united-states-440474290-504

> Veterans Of Foreign Wars Of The United States's Health & Welfare plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Veterans Of Foreign Wars Of The United States

- **Sponsor EIN:** 440474290

- **Sponsor Address:** 406 WEST 34TH STREET, KANSAS CITY, MO, 64111

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 187

- **Total Assets:** $3.9M

## 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|187|$3.9M|$2.5M|$511,126|

| 2023|179|$3.5M|$1.7M|$506,971|

| 2022|182|$3.1M|$2.0M|$500,951|

## 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|

| LUMINARE HEALTH BENEFITS, INC.|Other Service Provider|$73,035|—|$73,035|

| VISION SERVICE PLAN|Other Service Provider|$22,372|—|$22,372|

| DELTA DENTAL|Other Service Provider|$18,830|—|$18,830|

| AETNA - PPO|Other Service Provider|$17,662|—|$17,662|

| US BANK|Recordkeeper|$10,010|—|$10,010|

| JON GRAMS & ASSOCIATES,INC.|Other Service Provider|$9,600|—|$9,600|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $151,509

- **Estimated Expense Ratio:** 3.874% 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|$102,855|$10,010|$92,845|—|—|

| 2023|$112,983|$8,932|$104,051|—|—|

| 2022|$148,989|$8,042|$140,947|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veterans-of-foreign-wars-of-the-united-states-440474290-504)

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