# Board Of Trustees, Lgbt Benefit Plan Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-lgbt-benefit-plan-trust-466654951-501

> Board Of Trustees, Lgbt Benefit Plan Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

## Similar Plans

- [High Desert Medical Corporation](https://planprovider.pro/companies/high-desert-medical-corporation-401k-plan) — 5,106 participants

- [Neighborhood Healthcare](https://planprovider.pro/companies/neighborhood-healthcare-403b-plan) — 1,766 participants

- [Clinica Sierra Vista](https://planprovider.pro/companies/clinica-sierra-vista-plan-001) — 1,530 participants

- [Jwch Institute, INC.](https://planprovider.pro/companies/jwch-institute-inc-401k-plan) — 1,201 participants

- [Golden Valley Health Centers](https://planprovider.pro/companies/golden-valley-health-centers-942196086-001) — 1,141 participants

- [Golden Valley Health Centers](https://planprovider.pro/companies/golden-valley-health-centers-403b-plan) — 1,125 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-lgbt-benefit-plan-trust-466654951-501)

© 2026 PlanProvider.Pro