Plan Snapshot
- Plan Sponsor: Board Of Trustees, I.A.T.S.E. Local No. 33 Health And
- Sponsor EIN: 956125213
- Sponsor Address: 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 463
- Total Assets: $22.5M
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 | 463 | $22.5M | $12.0M | $3.0M |
| 2023 | 489 | $17.8M | $12.2M | $3.1M |
| 2022 | 463 | $14.4M | $12.4M | $3.1M |
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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $366,106 | — | $366,106 |
| MILLIMAN, INC. | Recordkeeper | $120,381 | — | $120,381 |
| BUCHALTER | Other Service Provider | $93,668 | — | $93,668 |
| GILBERT & SACKMAN | Other Service Provider | $66,045 | — | $66,045 |
| MILLER KAPLAN ARASE LLP | Auditor | $35,375 | — | $35,375 |
| MUFG UNION BANK | Other Service Provider | $32,540 | — | $32,540 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $13,939 | — | $13,939 |
| BERRY & CO., CPAS | Other Service Provider | $13,514 | — | $13,514 |
| THE NORTHERN TRUST CO. | Other Service Provider | $6,978 | — | $6,978 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- 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: $748,546
- Estimated Expense Ratio: 3.326% 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 | $898,897 | $13,939 | $366,106 | $35,375 | — |
| 2023 | $809,726 | $13,666 | $327,601 | $33,190 | — |
| 2022 | $763,819 | $23,283 | $315,188 | — | $284,331 |