# Board Of Trustees Furniture & Industrial Carpenters Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-furniture-industrial-carpenters-health-trust-942621654-501

> Board Of Trustees Furniture & Industrial Carpenters Health Trust's Health & Welfare plan: 200 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MILLIMAN USA, INC.](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-furniture-industrial-carpenters-health-trust-942621654-501)

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