# Board Of Trustees, Death Benefit Trust For Southern Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-death-benefit-trust-for-southern-432114990-501

> Board Of Trustees, Death Benefit Trust For Southern's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — 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|

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