# Board Of Trustees, Electrical Workers Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-electrical-workers-health-welfare-946085741-501

> Board Of Trustees, Electrical Workers Health & Welfare's Health & Welfare plan: 732 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Electrical Workers Health & Welfare

- **Sponsor EIN:** 946085741

- **Sponsor Address:** 1330 ARNOLD DR STE 250, MARTINEZ, CA, 94553

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 732

- **Total Assets:** $26.5M

## 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|732|$26.5M|$23.1M|$1.5M|

| 2023|801|$25.2M|$24.9M|$1.2M|

| 2022|739|$20.0M|$19.8M|$1.3M|

## 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|

| SAVRX PRESCRIPTION SERVICES|Other Service Provider|$684,917|—|$684,917|

| ANTHEM BLUE CROSS|Other Service Provider|$280,045|—|$280,045|

| CCC ELECTRICAL IND LABOR MGMT CO TR|Other Service Provider|$239,952|—|$239,952|

| SOLXSYS|Other Service Provider|$94,373|—|$94,373|

| RAEL & LETSON|Other Service Provider|$66,564|—|$66,564|

| MILLER KAPLAN ARASE LLP|Auditor|$51,146|—|$51,146|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$33,717|—|$33,717|

| LANTAN AND ASSOCIATES|Other Service Provider|$28,000|—|$28,000|

| AABCO|Other Service Provider|$19,435|—|$19,435|

| BEAT IT EAP|Other Service Provider|$8,118|—|$8,118|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,506,267

- **Estimated Expense Ratio:** 5.676% 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|$598,385|—|$239,952|$28,000|—|

| 2023|$1,088,982|$2,540|$323,479|—|—|

| 2022|$504,956|$3,888|$163,467|—|$215,371|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-electrical-workers-health-welfare-946085741-501)

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