# Board Of Trustees, California Employers Healthcare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-california-employers-healthcare-276204864-501

> Board Of Trustees, California Employers Healthcare's Health & Welfare plan: 407 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, 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-california-employers-healthcare-276204864-501)

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