# Wyoming Credit Union Ins Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/wyoming-credit-union-ins-tr-260133891-501

> Wyoming Credit Union Ins Tr's Health & Welfare plan: 270 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wyoming Credit Union Ins Tr

- **Sponsor EIN:** 260133891

- **Sponsor Address:** 400 EAST 1ST STREET, SUITE 214, CASPER, WY, 826012327

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 270

- **Total Assets:** $5.2M

## 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.|

| 2025|270|$5.2M|$0|$0|

| 2024|263|$4.6M|$4.1M|$19,725|

| 2023|243|$4.7M|$4.4M|$3,800|

| 2022|223|$3.9M|$3.6M|$9,026|

## 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|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Recordkeeper|$82,874|—|$82,874|

| HUB INTERNATIONAL|Recordkeeper|$58,886|—|$58,886|

| UCM DIGITAL HEALTH|Recordkeeper|$24,451|—|$24,451|

| CONNECTICUT GENERAL LIFE|Recordkeeper|$22,567|—|$22,567|

| ALLEGIANCE CARE MANAGEMENT|Recordkeeper|$17,704|—|$17,704|

| LEO RILEY AND COMPANY|Other Service Provider|$16,800|—|$16,800|

| DELTA DENTAL OF WYOMING|Recordkeeper|$14,350|—|$14,350|

| EVICORE|Recordkeeper|$7,698|—|$7,698|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $245,330

- **Estimated Expense Ratio:** 4.704% 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|

| 2025|$4,033,744|—|$237,287|—|—|

| 2024|$237,731|—|$237,731|—|—|

| 2023|$200,050|—|$200,050|—|—|

| 2022|$165,751|—|$165,751|—|—|

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