Plan Snapshot
- Plan Sponsor: Board Of Trustees Furniture & Industrial Carpenters Health Trust
- Sponsor EIN: 942621654
- Sponsor Address: 7180 KOLL CENTER PKWY, SUITE 200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 200
- Total Assets: $2.9M
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 | 200 | $2.9M | $4.0M | $0 |
| 2023 | 195 | $3.3M | $3.5M | $0 |
| 2022 | 129 | $3.1M | $2.9M | $1,448 |
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 |
|---|---|---|---|---|
| BENESYS ADMINISTRATORS | Other Service Provider | $75,236 | — | $75,236 |
| WITHUMSMITH+BROWN, PC | Auditor | $35,733 | — | $35,733 |
| MILLIMAN USA, INC. | Recordkeeper | $33,000 | — | $33,000 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $10,612 | — | $10,612 |
| COMERICA BANK | Other Service Provider | $5,212 | — | $5,212 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- MILLIMAN USA, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,793
- Estimated Expense Ratio: 5.551% 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 | $173,121 | — | $72,757 | $20,123 | — |
| 2023 | $167,200 | — | $73,734 | $18,901 | — |
| 2022 | $165,461 | — | $70,926 | — | $74,649 |