# Benefits Plus Trust Fund Welfare Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/benefits-plus-trust-fund-welfare-benefit-plan-336162794-502

> Benefits Plus Trust Fund Welfare Benefit Plan's Health & Welfare plan: 3,093 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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