# Board Of Trustees, Kern County Electrical Workers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-kern-county-electrical-workers-956053542-501

> Board Of Trustees, Kern County Electrical Workers's Health & Welfare plan: 868 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, Kern County Electrical Workers

- **Sponsor EIN:** 956053542

- **Sponsor Address:** 3805 N SILLECT AVE, BAKERSFIELD, CA, 93308

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 868

- **Total Assets:** $30.8M

## 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|868|$30.8M|$18.5M|$465,967|

| 2023|758|$26.0M|$13.5M|$418,473|

| 2022|680|$22.3M|$14.8M|$458,729|

## 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|

| SEGAL COMPANY|Recordkeeper|$67,750|—|$67,750|

| MILLER KAPLAN ARASE LLP|Auditor|$60,477|—|$60,477|

| EMPLOYEE 1|Recordkeeper|$58,962|—|$58,962|

| EMPLOYEE 2|Recordkeeper|$45,231|—|$45,231|

| TIFFANY LENA|Other Service Provider|$43,319|—|$43,319|

| RAEL LETSON|Other Service Provider|$35,518|—|$35,518|

| SEGAL MARCO ADVISORS|Other Service Provider|$15,000|—|$15,000|

| CITIZENS BANK|Other Service Provider|$5,614|—|$5,614|

### Verified Provider Profiles

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

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

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

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $331,871

- **Estimated Expense Ratio:** 1.078% 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|$432,587|$19,277|—|$20,672|—|

| 2023|$350,359|$15,000|—|$20,363|—|

| 2022|$384,577|$17,250|—|—|$183,431|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-kern-county-electrical-workers-956053542-501)

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