# Board Of Trustees, Construction Teamsters Security Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-construction-teamsters-security-956059190-501

> Board Of Trustees, Construction Teamsters Security's Health & Welfare plan: 608 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, Construction Teamsters Security

- **Sponsor EIN:** 956059190

- **Sponsor Address:** 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 608

- **Total Assets:** $60.7M

## 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|608|$60.7M|$22.8M|$595,114|

| 2023|634|$52.5M|$21.4M|$661,608|

| 2022|579|$46.9M|$20.3M|$711,285|

## 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, INC.|Other Service Provider|$1,302,677|—|$1,302,677|

| QUEST INVESTMENT MANAGEMENT, LLC|Other Service Provider|$122,722|—|$122,722|

| ANTHEM BLUE CROSS|Other Service Provider|$109,691|—|$109,691|

| A.F. BUBENAS & CO. INC|Other Service Provider|$74,160|—|$74,160|

| MILLER KAPLAN ARASE LLP|Auditor|$52,400|—|$52,400|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$31,588|—|$31,588|

| BUSH GOTTLIEB, A LAW CORPORATION|Other Service Provider|$23,003|—|$23,003|

| MILLIMAN, INC.|Recordkeeper|$17,000|—|$17,000|

| VISION SERVICE PLAN|Other Service Provider|$10,872|—|$10,872|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$10,000|—|$10,000|

| WOHLNER KAPLON CUTLER HALFORD & ROS|Other Service Provider|$9,625|—|$9,625|

| FIRST DENTAL HEALTH|Other Service Provider|$5,117|—|$5,117|

### 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 NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,768,855

- **Estimated Expense Ratio:** 2.914% 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|$2,088,784|$152,037|$1,151,760|$52,400|—|

| 2023|$2,259,347|$121,250|$1,151,760|$52,400|—|

| 2022|$2,146,611|$96,084|$1,143,210|—|$387,893|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-construction-teamsters-security-956059190-501)

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