Plan Snapshot
- Plan Sponsor: Board Of Trustee, Inlandboatmen'S Union Income
- Sponsor EIN: 911325225
- Sponsor Address: 450 HARRISON ST, SAN FRANCISCO, CA, 94105
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 123
- Total Assets: $411,352
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 | 123 | $411,352 | $43,013 | $0 |
| 2023 | 120 | $379,799 | $40,045 | $0 |
| 2022 | 111 | $328,634 | $36,799 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 1.945% 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 | $19,547 | $2,232 | — | $8,000 | — |
| 2023 | $24,698 | $2,109 | — | $18,100 | — |
| 2022 | $12,462 | $2,119 | — | — | $6,300 |