# Board Of Trustees, Health Care Employees/Employer Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-health-care-employees-employer-942356343-501

> Board Of Trustees, Health Care Employees/Employer's Health & Welfare plan: 26,625 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](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:** $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|

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