# Wauna Federal Credit Union Health & Welfare Plan
Source: https://planprovider.pro/companies/wauna-federal-credit-union-930562551-501

> Wauna Federal Credit Union's Health & Welfare plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wauna Federal Credit Union

- **Sponsor EIN:** 930562551

- **Sponsor Address:** 101 TRUEHAAK ST, CLATSKANIE, OR, 97016

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 112

- **Total Assets:** $0

## 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.|

| 2025|112|$0|$0|$0|

| 2024|110|$0|$0|$0|

| 2023|109|$0|$0|$0|

| 2022|193|$0|$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|

| BERKLEY LIFE & HEALTH|Other Service Provider|$271,165|—|$271,165|

| HEALTHCARE MANAGEMENT ADMINISTRATOR|Other Service Provider|$101,788|—|$101,788|

| CU BENEFITS ALLIANCE|Other Service Provider|$32,665|—|$32,665|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $405,618

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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