# Board Of Trustees, California Institute Of Technology Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-california-institute-of-technology-376581075-603

> Board Of Trustees, California Institute Of Technology's Health & Welfare plan: 0 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 Institute Of Technology

- **Sponsor EIN:** 376581075

- **Sponsor Address:** 1843 HOTEL CIR S STE 300, SAN DIEGO, CA, 92108

- **Plan Type:** Health & Welfare

- **Plan Number:** 603

- **Total Participants:** 0

- **Total Assets:** $491.3M

## 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|0|$491.3M|$18.8M|$2.5M|

| 2023|0|$243.1M|$24.7M|$3.1M|

| 2022|0|$199.8M|$24.0M|$3.5M|

## 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|

| MERCER INVESTMENT MANAGEMENT|Investment Advisor|$581,416|—|$581,416|

| APTIA INSURANCE SERVICES GROUP, LLC|Other Service Provider|$175,915|—|$175,915|

| RISK PROGRAM ADMINISTRATORS LLC|Other Service Provider|$120,000|—|$120,000|

| MILLER KAPLAN ARASE LLP|Auditor|$41,430|—|$41,430|

| MERCER HEALTH & BENEFITS ADMIN. LLC|Other Service Provider|$15,102|—|$15,102|

| NORTHERN TRUST|Other Service Provider|$10,014|—|$10,014|

| STATE STREET RESEARCH & MANAGEMENT|Other Service Provider|$8,223|—|$8,223|

### Verified Provider Profiles

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

- [MERCER INVESTMENT MANAGEMENT](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [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:** $952,100

- **Estimated Expense Ratio:** 0.194% 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|$976,750|$589,638|$311,017|$41,430|—|

| 2023|$896,316|$533,417|$295,192|$32,950|—|

| 2022|$837,050|$505,553|$267,272|—|$31,900|

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