# Board Of Trustees, Health Professionals Staff Health Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-health-professionals-staff-health-856411484-501

> Board Of Trustees, Health Professionals Staff Health's Health & Welfare plan: 130 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 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-health-professionals-staff-health-856411484-501)

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