Plan Snapshot
- Plan Sponsor: Board Of Trustees, California Employers Healthcare
- Sponsor EIN: 276204864
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 407
- Total Assets: $123,593
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 | 407 | $123,593 | $7.1M | $20,536 |
| 2023 | 384 | $31,218 | $5.9M | $13,088 |
| 2022 | 410 | $113,877 | $5.4M | $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 |
|---|---|---|---|---|
| PACIFIC FEDERAL LLC | Other Service Provider | $175,338 | — | $175,338 |
| MILLER KAPLAN ARASE LLP | Auditor | $15,400 | — | $15,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $190,738
- Estimated Expense Ratio: 154.328% 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 | $212,423 | — | $120,633 | $15,400 | — |
| 2023 | $291,953 | — | $121,459 | $19,031 | — |
| 2022 | $272,348 | — | $118,705 | — | $16,761 |