# B Of T Apartment Employees' Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/b-of-t-apartment-employees-welfare-fund-946069860-501

> B Of T Apartment Employees' Welfare Fund's Health & Welfare plan: 419 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B Of T Apartment Employees' Welfare Fund

- **Sponsor EIN:** 946069860

- **Sponsor Address:** 1055 PARK VIEW DRIVE, SUITE 111, COVINA, CA, 91724

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 419

- **Total Assets:** $6.5M

## 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|419|$6.5M|$8.3M|$0|

| 2023|379|$6.0M|$8.8M|$0|

| 2022|364|$5.2M|$7.4M|$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|

| PACIFIC SOUTHWEST ADMINISTRATORS|Other Service Provider|$82,879|—|$82,879|

| WITHUMSMITH+BROWN, PC|Auditor|$44,378|—|$44,378|

| RAEL & LETSON|Other Service Provider|$34,821|—|$34,821|

| US BANK|Recordkeeper|$20,725|—|$20,725|

| WEINBERG, ROGER, ROSENFELD|Other Service Provider|$19,704|—|$19,704|

| NATIONAL COMPLIANCE SERVICES|Other Service Provider|$9,239|—|$9,239|

| BOYD WATTERSON ASSET MANAGEMENT|Other Service Provider|$6,641|—|$6,641|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [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:** $223,387

- **Estimated Expense Ratio:** 3.435% 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|$240,355|$14,695|$63,960|$44,378|—|

| 2023|$225,558|$47,929|$72,976|$30,090|—|

| 2022|$247,048|$17,310|$62,136|—|$113,653|

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