# Board Of Trustees American Radio Association Vacation Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-american-radio-association-vacation-plan-135611786-501

> Board Of Trustees American Radio Association Vacation Plan's Health & Welfare plan: 63 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees American Radio Association Vacation Plan

- **Sponsor EIN:** 135611786

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 945026594

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 63

- **Total Assets:** $1.4M

## 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|63|$1.4M|$3.5M|$0|

| 2023|55|$1.2M|$3.3M|$0|

| 2022|52|$991,794|$3.0M|$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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$21,000|—|$21,000|

| LAW OFFICE OF ED STEINBERG|Other Service Provider|$12,013|—|$12,013|

| SEGAL SELECT INSURANCE|Other Service Provider|$10,207|—|$10,207|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$9,873|—|$9,873|

| PROSKAUER ROSE LLP|Other Service Provider|$7,713|—|$7,713|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,806

- **Estimated Expense Ratio:** 4.230% 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|$77,417|—|$21,000|$9,873|—|

| 2023|$66,458|—|$28,000|$9,762|—|

| 2022|$70,551|—|$14,850|—|$20,630|

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