# Board Of Trustees, Bricklayers & Allied Craftsmen Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-bricklayers-allied-craftsmen-943470240-501

> Board Of Trustees, Bricklayers & Allied Craftsmen's Health & Welfare plan: 580 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Bricklayers & Allied Craftsmen

- **Sponsor EIN:** 943470240

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 580

- **Total Assets:** $1.0M

## 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|580|$1.0M|$3.1M|$0|

| 2023|585|$1.1M|$3.1M|$0|

| 2022|596|$995,225|$2.8M|$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|$18,500|—|$18,500|

| WITHUM SMITH BROWN PC|Other Service Provider|$11,672|—|$11,672|

| KRAW LAW GROUP|Other Service Provider|$6,716|—|$6,716|

| BENESYS ADMINISTRATOR INC|Other Service Provider|$6,278|—|$6,278|

### 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:** $43,166

- **Estimated Expense Ratio:** 4.149% 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|$53,826|—|$6,278|$18,500|—|

| 2023|$62,691|—|$5,977|$18,500|—|

| 2022|$36,944|—|$5,642|—|$28,165|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-bricklayers-allied-craftsmen-943470240-501)

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