Plan Snapshot
- Plan Sponsor: Board Of Trustees, Death Benefit Trust For Southern
- Sponsor EIN: 432114990
- Sponsor Address: 1123 PARK VIEW DR STE 300, COVINA, CA, 91724
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $9.4M
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 | $9.4M | $1.8M | $0 |
| 2023 | 0 | $7.8M | $1.8M | $0 |
| 2022 | 0 | $6.4M | $1.7M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $17,200 | — | $17,200 |
| UBS FINANCIAL SERVICES, INC. | Recordkeeper | $17,073 | — | $17,073 |
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- UBS FINANCIAL SERVICES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,273
- Estimated Expense Ratio: 0.429% 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 | $46,152 | $17,073 | $6,000 | $17,200 | — |
| 2023 | $46,346 | $15,671 | $6,000 | $16,630 | — |
| 2022 | $44,404 | $15,212 | $6,000 | — | $16,700 |