# Board Of Trustees Ara Pension And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ara-pension-and-welfare-plan-136083690-501

> Board Of Trustees Ara Pension And Welfare Plan's Health & Welfare plan: 64 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 Trustees Ara Pension And Welfare Plan

- **Sponsor EIN:** 136083690

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 64

- **Total Assets:** $23.3M

## 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|64|$23.3M|$915,381|$163,706|

| 2023|57|$20.9M|$834,383|$161,545|

| 2022|57|$18.0M|$767,947|$131,922|

## 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|

| BARRY BASEL|Recordkeeper|$62,503|—|$62,503|

| MERITAIN HEALTH|Other Service Provider|$60,970|—|$60,970|

| THE SEGAL COMPANY|Recordkeeper|$51,567|—|$51,567|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$42,313|—|$42,313|

| PROSKAUER ROSE LLP|Other Service Provider|$38,706|—|$38,706|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$28,328|—|$28,328|

| LAW OFFICE OF EDWIN A STEINBERG|Other Service Provider|$24,027|—|$24,027|

| SEGAL SELECT INSURANCE|Other Service Provider|$20,413|—|$20,413|

| AMALGAMATED BANK|Other Service Provider|$12,135|—|$12,135|

| SEGAL MARCO CONSULTING|Other Service Provider|$6,694|—|$6,694|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARRY BASEL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $347,656

- **Estimated Expense Ratio:** 1.493% 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|$319,180|$6,694|$42,000|$28,328|—|

| 2023|$475,068|$5,355|$41,400|$27,598|—|

| 2022|$476,442|—|$29,700|—|$156,110|

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