# Board Of Trustees, General Employees Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-general-employees-trust-fund-237404790-501

> Board Of Trustees, General Employees Trust Fund's Health & Welfare plan: 13,621 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, General Employees Trust Fund

- **Sponsor EIN:** 237404790

- **Sponsor Address:** 1000 MARINA BLVD STE 400, BRISBANE, CA, 94005

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 13,621

- **Total Assets:** $203.5M

## 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|13,621|$203.5M|$217.8M|$59,463|

| 2023|13,331|$178.8M|$207.3M|$123,079|

| 2022|12,879|$161.0M|$193.1M|$123,651|

## 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|

| OPTUM RX, INC.|Other Service Provider|$4,817,699|—|$4,817,699|

| NORTHWEST ADMINISTRATORS, INC.|Other Service Provider|$2,675,115|—|$2,675,115|

| ANTHEM BLUE CROSS|Other Service Provider|$1,069,584|—|$1,069,584|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$330,407|—|$330,407|

| NATIONAL COMPLIANCE SERVICES|Other Service Provider|$305,250|—|$305,250|

| HMC HEALTHWORKS|Other Service Provider|$280,065|—|$280,065|

| MILLIMAN|Recordkeeper|$220,630|—|$220,630|

| CHARTWELL INVESTMENT PARTNERS, LLC|Other Service Provider|$171,007|—|$171,007|

| DENISE SOLIS|Custodian / Trustee|$91,880|—|$91,880|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$88,081|—|$88,081|

| RICHARD J. ROMANSKI|Other Service Provider|$85,200|—|$85,200|

| MILLER KAPLAN ARASE LLP|Auditor|$79,300|—|$79,300|

| BEESON, TAYER, & BODINE APC|ERISA Attorney|$74,976|—|$74,976|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$64,485|—|$64,485|

| KRAW LAW GROUP|Other Service Provider|$59,000|—|$59,000|

| TIM BREKKE|Custodian / Trustee|$34,794|—|$34,794|

| GEORGE HERNANDEZ|Custodian / Trustee|$34,510|—|$34,510|

| THE HOUSE OF PRINTING|Other Service Provider|$31,688|—|$31,688|

| JIM BEARD|Custodian / Trustee|$30,500|—|$30,500|

| RYAN NAAN|Custodian / Trustee|$28,250|—|$28,250|

| WEST COAST MAILERS|Other Service Provider|$28,211|—|$28,211|

| STEPHEN HORN INSURANCE SERVICES|Investment Advisor|—|$16,802|$16,802|

| SERVICE PRINTING CO|Other Service Provider|$16,060|—|$16,060|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$12,691|—|$12,691|

| IRON MOUNTAIN|Other Service Provider|$11,174|—|$11,174|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

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

- [BEESON, TAYER, & BODINE APC](https://planprovider.pro/provider/beeson-tayer-and-bodine-apc) — ERISA Attorney

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

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,657,359

- **Estimated Expense Ratio:** 5.237% 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|$4,757,234|$319,088|$2,675,115|$33,000|—|

| 2023|$4,553,939|$378,807|$2,558,291|$31,400|—|

| 2022|$4,255,484|$443,602|$2,355,753|—|$821,383|

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