# Board Of Trustees, Brick Masons Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-brick-masons-health-and-welfare-956041102-501

> Board Of Trustees, Brick Masons Health And Welfare's Health & Welfare plan: 458 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Brick Masons Health And Welfare

- **Sponsor EIN:** 956041102

- **Sponsor Address:** 1050 LAKES DR STE 120, WEST COVINA, CA, 91790

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 458

- **Total Assets:** $10.8M

## 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|458|$10.8M|$7.0M|$278,561|

| 2023|409|$10.5M|$7.0M|$320,924|

| 2022|466|$10.3M|$7.7M|$326,999|

## 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|

| BENESYS, INC.|Other Service Provider|$273,214|—|$273,214|

| EIDE BAILLY LLP|Auditor|$157,881|—|$157,881|

| THE WAGNER LAW GROUP|ERISA Attorney|$82,963|—|$82,963|

| MILLIMAN|Recordkeeper|$69,644|—|$69,644|

| WITHUMSMITH+BROWN, PC|Auditor|$30,635|—|$30,635|

| HEALTH SMART PREFERRED NETWORK II,|Other Service Provider|$10,470|—|$10,470|

| INNOVATIVE CARE MANAGEMENT|Other Service Provider|$9,796|—|$9,796|

| U.S BANK|Recordkeeper|$9,769|—|$9,769|

| MZQ CONSULTING, DBA LUMELIGHT|Other Service Provider|$9,000|—|$9,000|

| VISION SERVICE PLAN|Other Service Provider|$6,535|—|$6,535|

| NATIONAL INVEST SVCS OF AMERICA,LLC|Other Service Provider|$5,867|—|$5,867|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$5,445|—|$5,445|

| INVESTMENT PERFORMANCE SERVICES,LLC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [U.S BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $676,219

- **Estimated Expense Ratio:** 6.254% 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|$708,315|$10,936|$273,214|$30,635|—|

| 2023|$565,855|$10,447|$243,948|$66,283|—|

| 2022|$540,500|$9,580|$236,636|—|$201,292|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-brick-masons-health-and-welfare-956041102-501)

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