# Board Of Trustee, Inlandboatmen'S Union Income Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustee-inlandboatmen-s-union-income-911325225-501

> Board Of Trustee, Inlandboatmen'S Union Income's Health & Welfare plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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