# Board Of Directors Of Pacific Service Employees Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-directors-of-pacific-service-employees-946091959-501

> Board Of Directors Of Pacific Service Employees's Health & Welfare plan: 2,035 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Directors Of Pacific Service Employees

- **Sponsor EIN:** 946091959

- **Sponsor Address:** 1390 WILLOW PASS RD STE 240, CONCORD, CA, 945207904

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,035

- **Total Assets:** $2.6M

## 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|2,035|$2.6M|$218,209|$0|

| 2023|2,266|$2.7M|$230,513|$0|

| 2022|2,266|$2.7M|$253,370|$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 SERVICE EMPLOYEES ASSOC.|Other Service Provider|$98,561|—|$98,561|

| LNB ACCOUNTING|Auditor|$31,385|—|$31,385|

| ERISA SMART|Other Service Provider|$7,450|—|$7,450|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $137,396

- **Estimated Expense Ratio:** 5.277% 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|$211,158|—|$106,011|$31,385|—|

| 2023|$217,645|—|$184,245|$30,096|—|

| 2022|$116,483|—|$60,361|—|$47,150|

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