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: 503
- Total Participants: 88
- Total Assets: $253,418
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 | 88 | $253,418 | $2.7M | $0 |
| 2023 | 457 | $115,857 | $2.6M | $0 |
| 2022 | 569 | $200,640 | $2.5M | $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 |
|---|---|---|---|---|
| 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 | $2,168 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |