Plan Snapshot
- Plan Sponsor: Benefits Plus Trust Fund Welfare Benefit Plan
- Sponsor EIN: 336162794
- Sponsor Address: P.O. BOX 12630, SAN DIEGO, CA, 92112
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 3,093
- Total Assets: $4.4M
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 | 3,093 | $4.4M | $78.0M | $32,445 |
| 2023 | 3,091 | $3.5M | $73.9M | $59,744 |
| 2022 | 3,486 | $5.0M | $72.8M | $186,414 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $639,285 | — | — | — | — |
| 2023 | $431,922 | — | — | — | — |
| 2022 | — | — | — | — | — |