Plan Snapshot
- Plan Sponsor: Board Of Trustees, Lgbt Benefit Plan Trust
- Sponsor EIN: 466654951
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 773 | $566,391 | $10.0M | $75,590 |
| 2023 | 726 | $439,300 | $8.6M | $25,473 |
| 2022 | 673 | $144,109 | $8.1M | $24,647 |
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 |
|---|---|---|---|---|
| PACIFIC FEDERAL LLC | Other Service Provider | $308,474 | — | $308,474 |
| MESA PACIFIC, LLC | Other Service Provider | $40,125 | — | $40,125 |
| MILLER KAPLAN ARASE LLP | Auditor | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $364,099
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 |
|---|---|---|---|---|---|
| 2025 | $563,581 | — | — | — | — |
| 2024 | $374,623 | — | $212,715 | $15,500 | — |
| 2023 | $338,476 | — | $198,391 | $14,700 | — |
| 2022 | $310,798 | — | $178,850 | — | $116,389 |