# Board Of Trustees, Hotel And Restaurant Employees Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-hotel-and-restaurant-employees-941229312-501

> Board Of Trustees, Hotel And Restaurant Employees's Health & Welfare plan: 935 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Hotel And Restaurant Employees

- **Sponsor EIN:** 941229312

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 935

- **Total Assets:** $20.6M

## 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|935|$20.6M|$21.7M|$14,265|

| 2023|936|$19.5M|$21.8M|$7,549|

| 2022|1,046|$15.5M|$21.5M|$8,960|

## 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|

| BENESYS|Other Service Provider|$228,983|—|$228,983|

| RAEL & LETSON|Other Service Provider|$82,800|—|$82,800|

| NATIONAL INVESTMENT SERVICES, INC.|Other Service Provider|$42,535|—|$42,535|

| LEONARD CARDER|Other Service Provider|$33,966|—|$33,966|

| NATIONAL COMPLIANCE SERVICES|Other Service Provider|$29,000|—|$29,000|

| NEPC, LLC|Recordkeeper|$21,377|—|$21,377|

| SMART SOURCE LLC|Other Service Provider|$19,003|—|$19,003|

| MILLER KAPLAN ARASE LLP|Auditor|$17,400|—|$17,400|

| IRON MOUNTAIN|Other Service Provider|$10,464|—|$10,464|

| COMERICA|Other Service Provider|$8,569|—|$8,569|

| EPIC INSURANCE|Recordkeeper|—|$6,489|$6,489|

### Verified Provider Profiles

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

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

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

- [EPIC INSURANCE](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $500,586

- **Estimated Expense Ratio:** 2.435% 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|$575,511|$72,482|$229,305|$17,400|—|

| 2023|$492,080|$53,282|$217,711|$18,345|—|

| 2022|$476,478|$31,709|$203,535|—|$209,636|

## Similar Plans

- [Board Of Trustees, Santa Monica Unite Here Health](https://planprovider.pro/companies/board-of-trustees-santa-monica-unite-here-health-956035138-501) — 18,507 participants

- [Board Of Trustees, Legal Fund Of Hotel And Restaurant](https://planprovider.pro/companies/board-of-trustees-legal-fund-of-hotel-and-restaurant-954269218-501) — 17,974 participants

- [Board Of Trustees, Los Angeles Hotel-Restaurant](https://planprovider.pro/companies/board-of-trustees-los-angeles-hotel-restaurant-plan) — 13,911 participants

- [Montage Hotels And Resorts, LLC](https://planprovider.pro/companies/montage-hotels-and-resorts-llc-401k-plan) — 5,334 participants

- [Board Of Trustees, San Diego Unite - Here Health Fund](https://planprovider.pro/companies/board-of-trustees-san-diego-unite-here-health-fund-951708883-501) — 3,595 participants

- [Busch Group, LLC](https://planprovider.pro/companies/busch-group-llc-401k-plan-002-7644) — 3,155 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-hotel-and-restaurant-employees-941229312-501)

© 2026 PlanProvider.Pro