Plan Snapshot
- Plan Sponsor: Board Of Trustees, Electrical Workers Health And
- Sponsor EIN: 946061762
- Sponsor Address: 720 MARKET ST STE 700, SAN FRANCISCO, CA, 94102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,364
- Total Assets: $86.7M
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 | 1,364 | $86.7M | $43.5M | $6.1M |
| 2023 | 1,685 | $86.1M | $41.2M | $5.9M |
| 2022 | 1,725 | $90.0M | $37.7M | $5.9M |
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 |
|---|---|---|---|---|
| E.I.S.B., INC. | Other Service Provider | $1,469,435 | — | $1,469,435 |
| CALIFORNIA PHYSICIANS SERVICE | Other Service Provider | $336,629 | — | $336,629 |
| NWPS | Recordkeeper | $256,751 | — | $256,751 |
| DELTA DENTAL OF CALIFORNIA | Other Service Provider | $244,213 | — | $244,213 |
| DODGE & COX | Other Service Provider | $69,924 | — | $69,924 |
| PGIM REAL ESTATE | Other Service Provider | $66,662 | — | $66,662 |
| MILLER KAPLAN ARASE LLP | Auditor | $52,200 | — | $52,200 |
| PSG CONSULTING | Other Service Provider | $44,094 | — | $44,094 |
| LEONARD CARDER LLP | Other Service Provider | $34,118 | — | $34,118 |
| ALAN BILLER & ASSOCIATES, INC. | ERISA Attorney | $30,167 | — | $30,167 |
| DAVID CRUTCHER | ERISA Attorney | $14,398 | — | $14,398 |
| COMERICA | Other Service Provider | $9,111 | — | $9,111 |
| STEPHEN HORN INSURANCE SVCS | Investment Advisor | — | $5,518 | $5,518 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- ALAN BILLER & ASSOCIATES, INC. — ERISA Attorney
- DAVID CRUTCHER — ERISA Attorney
- STEPHEN HORN INSURANCE SVCS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,633,220
- Estimated Expense Ratio: 3.037% 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 | $2,233,868 | $200,628 | — | $22,700 | — |
| 2023 | $2,066,025 | $190,958 | — | $22,700 | — |
| 2022 | $1,784,245 | $138,673 | — | — | $427,823 |