# Board Of Trustees, Construction Teamsters Vacation- Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-construction-teamsters-vacation-956195838-501

> Board Of Trustees, Construction Teamsters Vacation-'s Health & Welfare plan: 733 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 Vacation-

- **Sponsor EIN:** 956195838

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 733

- **Total Assets:** $2.3M

## 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|733|$2.3M|$3.0M|$0|

| 2023|800|$2.9M|$2.5M|$0|

| 2022|670|$2.2M|$2.4M|$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|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$152,157|—|$152,157|

| MILLER KAPLAN ARASE LLP|Auditor|$27,900|—|$27,900|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$23,303|—|$23,303|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,360

- **Estimated Expense Ratio:** 9.000% 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|$220,130|—|$128,472|$27,900|—|

| 2023|$210,854|—|$128,472|$26,500|—|

| 2022|$204,023|—|$128,472|—|$55,810|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-construction-teamsters-vacation-956195838-501)

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