# Board Of Trustees, Cement Masons Southern California Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-956042883-501

> Board Of Trustees, Cement Masons Southern California's Health & Welfare plan: 2,952 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Cement Masons Southern California

- **Sponsor EIN:** 956042883

- **Sponsor Address:** 5417 PECK RD, ARCADIA, CA, 91006

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,952

- **Total Assets:** $75.2M

## 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|2,952|$75.2M|$38.2M|$278,990|

| 2023|4,129|$67.2M|$34.6M|$320,967|

| 2022|4,326|$59.8M|$34.2M|$294,759|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$838,378|—|$838,378|

| ANTHEM BLUE CROSS LIFE & HEALTH INS|Other Service Provider|$302,253|—|$302,253|

| RAEL & LETSON|Other Service Provider|$132,000|—|$132,000|

| WOHLNER KAPLON CUTLER HALFORD|Other Service Provider|$98,777|—|$98,777|

| VERUS|Other Service Provider|$47,625|—|$47,625|

| MILLER KAPLAN ARASE LLP|Auditor|$44,560|—|$44,560|

| US BANK|Recordkeeper|$36,034|—|$36,034|

### 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

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,499,627

- **Estimated Expense Ratio:** 1.995% 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|$1,346,648|$47,625|$625,209|$44,560|—|

| 2023|$1,389,530|$51,500|$630,030|$31,900|—|

| 2022|$1,275,230|$58,012|$593,857|—|$477,389|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-956042883-501)

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