Plan Snapshot
- Plan Sponsor: Angelus Block Company
- Sponsor EIN: 951823906
- Sponsor Address: 11374 TUXFORD STREET, SUN VALLEY, CA, 91352
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 346
- 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. |
|---|---|---|---|---|
| 2025 | 346 | $3.9M | $0 | $0 |
| 2024 | 349 | $3.4M | $5.4M | $0 |
| 2023 | 342 | $3.4M | $4.5M | $22,276 |
| 2022 | 184 | $3.1M | $2.7M | $26,926 |
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 |
|---|---|---|---|---|
| BENEFIT AND RISK MANAGEMENT SERVICE | Other Service Provider | $346,812 | — | $346,812 |
| EDGEWOOD PARTNERS INSURANCE CENTER | Other Service Provider | $143,024 | — | $143,024 |
| ANTHEM BLUE CROSS LIFE AND HEALTH | Other Service Provider | $129,052 | $1,672 | $130,724 |
| BEEBOUT WILLIAMS & OLDS | Other Service Provider | $21,900 | — | $21,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $642,460
- Estimated Expense Ratio: 16.545% 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 | $5,688,544 | — | $346,812 | $21,900 | — |
| 2024 | $436,649 | — | $271,042 | $19,749 | — |
| 2023 | $377,998 | $76,500 | $261,255 | $26,851 | — |
| 2022 | $285,714 | — | $233,664 | — | $52,050 |