# Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal. Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-health-welfare-trust-fund-northern-cal-941235152-501

> Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.'s Health & Welfare plan: 21,735 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.

- **Sponsor EIN:** 941235152

- **Sponsor Address:** 5672 STONERIDGE DRIVE, SUITE 400, PLEASANTON, CA, 94588

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 21,735

- **Total Assets:** $494.4M

## 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|21,735|$494.4M|$413.6M|$12.9M|

| 2023|22,502|$499.7M|$405.9M|$12.9M|

| 2022|22,554|$439.6M|$381.7M|$13.2M|

## 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|

| LABORERS FUND ADMINISTRATION|Other Service Provider|$13,119,034|—|$13,119,034|

| ANTHEM BLUE CROSS LIFE INSURANCE CO|Other Service Provider|$4,871,633|—|$4,871,633|

| TRANSCARENT INC.|Other Service Provider|$1,609,382|—|$1,609,382|

| MCMORGAN AND COMPANY LLC|Other Service Provider|$392,341|—|$392,341|

| CGI TECHNOLOGIES AND SOLUTIONS INC.|Other Service Provider|$320,055|—|$320,055|

| FINAL OPTION CORP|Other Service Provider|$259,301|—|$259,301|

| THE SEGAL COMPANY (WESTERN STATES)|Recordkeeper|$232,953|—|$232,953|

| MACKAY SHIELDS LLC|Recordkeeper|—|$196,173|$196,173|

| BROWN & BROWN INSURANCE SERVICES|Other Service Provider|$175,000|—|$175,000|

| MEKETA FIDUCIARY MANAGEMENT, LLC|Other Service Provider|$90,000|—|$90,000|

| HEALTHX INC.|Other Service Provider|$88,250|—|$88,250|

| AMERICAN HEALTH HOLDING INC.|Other Service Provider|$80,030|—|$80,030|

| BULLIVANT HOUSER BAILEY PC|Other Service Provider|$73,752|—|$73,752|

| WEINBERG ROGER & ROSENFELD|Other Service Provider|$67,100|—|$67,100|

| WITHUMSMITH+BROWN, PC|Auditor|$61,788|—|$61,788|

| STATE STREET GLOBAL ADVISORS TRUST|Other Service Provider|$50,593|—|$50,593|

| ALLIANT INSURANCE SERVICES|Other Service Provider|$50,000|—|$50,000|

| PART D ADVISORS INC.|Other Service Provider|$45,440|—|$45,440|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$38,622|—|$38,622|

| MARSH MCLENNAN COMPANIES, INC.|Investment Advisor|—|$13,160|$13,160|

| RHUMBLINE ADVISERS|Other Service Provider|$10,032|—|$10,032|

### Verified Provider Profiles

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

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

- [MACKAY SHIELDS LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARSH MCLENNAN COMPANIES, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,844,639

- **Estimated Expense Ratio:** 4.418% 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|$21,820,534|$542,965|$13,119,034|$61,788|—|

| 2023|$22,687,564|$605,156|$20,265,343|$53,835|—|

| 2022|$19,960,347|$615,538|$11,697,700|—|$970,209|

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