# Board Of Trustees, Ibew Local 595 Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-595-health-welfare-946085740-501

> Board Of Trustees, Ibew Local 595 Health & Welfare's Health & Welfare plan: 1,393 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, Ibew Local 595 Health & Welfare

- **Sponsor EIN:** 946085740

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,393

- **Total Assets:** $76.5M

## 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|1,393|$76.5M|$42.6M|$2.8M|

| 2023|1,321|$76.7M|$42.2M|$2.2M|

| 2022|1,426|$74.8M|$43.4M|$2.3M|

## 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|

| OPTUMRX, INC|Other Service Provider|$2,099,209|$2,833|$2,102,042|

| BENESYS, INC.|Other Service Provider|$1,081,744|—|$1,081,744|

| ELECTRICAL INDUSTRY SERVICE CORP.|Other Service Provider|$166,555|—|$166,555|

| BAYSPORT INC|Other Service Provider|$156,871|—|$156,871|

| WEDGE CAPITAL MANAGEMENT|Other Service Provider|$106,007|—|$106,007|

| RAEL & LETSON|Other Service Provider|$85,911|—|$85,911|

| CHARTWELL INVESTMENT PARTNERS, LLC|Other Service Provider|$62,598|—|$62,598|

| LIFEWORKS|Other Service Provider|$56,745|—|$56,745|

| MILLER KAPLAN ARASE LLP|Auditor|$52,515|—|$52,515|

| LEONARD CARDER, LLP|Other Service Provider|$43,496|—|$43,496|

| ANTHEM BLUE CROSS|Other Service Provider|$37,351|—|$37,351|

| SMARTSOURCE|Other Service Provider|$25,831|—|$25,831|

| SAN JOAQUIN & CALAVERAS CTY JATC|Other Service Provider|$22,025|—|$22,025|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$15,000|—|$15,000|

| AMALGAMATED BANK|Other Service Provider|$10,000|—|$10,000|

### 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:** $4,024,691

- **Estimated Expense Ratio:** 5.262% 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|$1,803,816|$183,730|$1,081,744|$41,540|—|

| 2023|$1,654,817|$178,667|$1,038,625|$44,340|—|

| 2022|$1,528,951|$167,853|$879,804|—|$139,086|

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