# Board Of Trustees, California Asso Of Professional Employees Benefit Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-california-asso-of-professional-employees-benefit-956995453-501

> Board Of Trustees, California Asso Of Professional Employees Benefit's Health & Welfare plan: 17,406 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, California Asso Of Professional Employees Benefit

- **Sponsor EIN:** 956995453

- **Sponsor Address:** 3018 E COLORADO BLVD STE 200, PASADENA, CA, 91107

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 17,406

- **Total Assets:** $56.4M

## 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|17,406|$56.4M|$140.9M|$344,965|

| 2023|17,729|$52.8M|$121.8M|$321,951|

| 2022|17,844|$50.9M|$120.1M|$312,884|

## 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|

| DEXHEIMER ERICKSON CORP|Other Service Provider|$701,709|—|$701,709|

| MEI INURANCE SERVICE INC|Other Service Provider|$701,709|—|$701,709|

| UBS FINANCIAL SERVICES|Recordkeeper|$201,049|—|$201,049|

| CAPE|Other Service Provider|$109,632|—|$109,632|

| HAYNIE & COMPANY|Other Service Provider|$24,012|—|$24,012|

| INTEGRATED LABOR SOLUTIONS|Other Service Provider|$12,000|—|$12,000|

| MICHAEL POSNER|Other Service Provider|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,757,611

- **Estimated Expense Ratio:** 3.114% 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|$1,904,800|$267,658|$1,371,457|—|—|

| 2023|$2,211,945|$239,420|$1,625,707|—|—|

| 2022|$2,090,947|$230,826|$1,570,514|—|$36,768|

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