# Board Of Trustees, California Ironworkers Field Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-welfare-plan-956042868-501

> Board Of Trustees, California Ironworkers Field Welfare Plan's Health & Welfare plan: 8,550 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, California Ironworkers Field Welfare Plan

- **Sponsor EIN:** 956042868

- **Sponsor Address:** 131 N. EL MOLINO AVENUE, SUITE 330, PASADENA, CA, 91101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 8,550

- **Total Assets:** $257.5M

## 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|8,550|$257.5M|$183.8M|$17.8M|

| 2023|9,903|$269.2M|$204.4M|$16.8M|

| 2022|11,394|$260.1M|$185.8M|$17.0M|

## 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|

| EVERSIDE HEALTH, LLC|Other Service Provider|$14,792,458|—|$14,792,458|

| IRONWORKERS EMPLOYEES' BENEFIT CORP|Other Service Provider|$3,729,338|—|$3,729,338|

| ANTHEM BLUE CROSS LIFE & HEALTH|Other Service Provider|$2,585,661|—|$2,585,661|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$535,834|—|$535,834|

| OPTUM RX INC.|Other Service Provider|$290,204|$40,902|$331,106|

| KRAW LAW GROUP, APC|Other Service Provider|$228,710|—|$228,710|

| MILLIMAN, INC.|Recordkeeper|$200,000|—|$200,000|

| WITHUMSMITH+BROWN, PC|Auditor|$177,671|—|$177,671|

| LOGICALIS, INC.|Other Service Provider|$92,052|—|$92,052|

| TOP TIER RESOURCES, INC.|Other Service Provider|$77,801|—|$77,801|

| IRON MOUNTAIN INC.|Other Service Provider|$57,603|—|$57,603|

| WELLS FARGO BANK, N.A.|Other Service Provider|$56,223|—|$56,223|

| LEVEL 3 FINANCING, INC.|Other Service Provider|$46,201|—|$46,201|

| ROTH STAFFING COMPANIES LP|Other Service Provider|$39,349|—|$39,349|

| PACIFIC HEALTH ALLIANCE|Other Service Provider|$33,585|—|$33,585|

| MARSH MCLENNAN COMPANIES, INC|Investment Advisor|—|$21,922|$21,922|

| NTH GENERATION COMPUTING, INC|Other Service Provider|$19,625|—|$19,625|

| RVK, INC.|Other Service Provider|$6,070|—|$6,070|

| HOUSE OF PRINTING INC.|Other Service Provider|$5,054|—|$5,054|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MARSH MCLENNAN COMPANIES, INC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,036,263

- **Estimated Expense Ratio:** 8.948% 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|$6,346,499|$61,009|—|$179,350|—|

| 2023|$6,478,134|$63,188|—|$131,343|—|

| 2022|$5,513,508|$61,062|$2,856,895|—|$695,159|

## Similar Plans

- [Board Of Trustees For Pacific Coast Roofers Pension Plan](https://planprovider.pro/companies/board-of-trustees-for-pacific-coast-roofers-pension-plan-plan) — 5,493 participants

- [Largo Concrete, INC.](https://planprovider.pro/companies/largo-concrete-inc-401k-plan) — 465 participants

- [Solaredge Technologies, INC.](https://planprovider.pro/companies/solaredge-technologies-inc-401k-plan) — 289 participants

- [Next Level Door & Millwork, INC.](https://planprovider.pro/companies/next-level-door-millwork-inc-plan-002) — 273 participants

- [Jaj Roofing](https://planprovider.pro/companies/jaj-roofing-473949736-501) — 271 participants

- [The Bowen Consulting Group, INC.](https://planprovider.pro/companies/the-bowen-consulting-group-inc-204032003-501) — 253 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-welfare-plan-956042868-501)

© 2026 PlanProvider.Pro