Plan Snapshot
- Plan Sponsor: Board Of Trustees, Health Care Employees/Employer
- Sponsor EIN: 942356343
- Sponsor Address: 6200 VILLAGE PKWY 2ND FLR, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 26,625
- Total Assets: $60.4M
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 | 26,625 | $60.4M | $226.1M | $5.0M |
| 2023 | 26,664 | $56.9M | $194.2M | $5.0M |
| 2022 | 25,836 | $48.7M | $176.3M | $4.9M |
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 |
|---|---|---|---|---|
| DUBLIN INSURANCE SERVICES, INC. | Other Service Provider | $2,624,198 | — | $2,624,198 |
| AABCO PRINTING | Other Service Provider | $126,898 | — | $126,898 |
| REFINED TECHNOLOGIES, INC. | Other Service Provider | $63,563 | — | $63,563 |
| WEINBERG, ROGER, & ROSENFELD | Other Service Provider | $60,024 | — | $60,024 |
| RAEL & LETSON | Other Service Provider | $32,700 | — | $32,700 |
| MILLER KAPLAN ARASE LLP | Auditor | $30,000 | — | $30,000 |
| CORODATA | Other Service Provider | $12,831 | — | $12,831 |
| BRI COBRA, INC. | Other Service Provider | $10,369 | — | $10,369 |
| KRAW & KRAW | Other Service Provider | $6,489 | — | $6,489 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $2,967,072
- Estimated Expense Ratio: 4.913% 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 | $3,074,731 | — | $2,634,567 | $30,000 | — |
| 2023 | $3,073,376 | — | $2,598,193 | $30,000 | — |
| 2022 | $3,122,596 | — | $2,570,628 | — | $258,959 |