Plan Snapshot
- Plan Sponsor: Board Of Trustees, Health Professionals Staff Health
- Sponsor EIN: 856411484
- Sponsor Address: 955 OVERLAND CT STE 150, SAN DIMAS, CA, 91773
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 130
- Total Assets: $52,123
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 | 130 | $52,123 | $2.9M | $22,036 |
| 2023 | 120 | $20,797 | $2.6M | $17,567 |
| 2022 | 112 | $269,003 | $2.3M | $20,895 |
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 |
|---|---|---|---|---|
| ALKEME INSURANCE SERVICES INC | Other Service Provider | $69,672 | — | $69,672 |
| MILLER KAPLAN ARASE LLP | Auditor | $16,500 | — | $16,500 |
| GILBERT & SACKMAN | Other Service Provider | $10,218 | — | $10,218 |
| HARDY INSURANCE SERVICES LLC | Other Service Provider | $5,972 | — | $5,972 |
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: $102,362
- Estimated Expense Ratio: 196.385% 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 | $107,455 | — | — | $16,500 | — |
| 2023 | $95,194 | — | — | $15,750 | — |
| 2022 | $90,723 | — | — | — | $19,011 |