# Board Of Trustees, Electrical Workers Health And Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-electrical-workers-health-and-946061762-501

> Board Of Trustees, Electrical Workers Health And's Health & Welfare plan: 1,364 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, 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](https://planprovider.pro/provider/nwps) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [ALAN BILLER & ASSOCIATES, INC.](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [DAVID CRUTCHER](https://planprovider.pro/provider/david-f-crutcher) — ERISA Attorney

- [STEPHEN HORN INSURANCE SVCS](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|

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