Plan Snapshot
- Plan Sponsor: Board Of Trustees, Medical Expense Reimbursement
- Sponsor EIN: 016231970
- Sponsor Address: 1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA, 90017
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,140
- Total Assets: $55.8M
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 | 1,140 | $55.8M | $1.6M | $1.3M |
| 2023 | 1,097 | $50.4M | $1.5M | $1.3M |
| 2022 | 1,033 | $44.2M | $1.4M | $1.2M |
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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $232,654 | — | $232,654 |
| SEI PRIVATE TRUST COMPANY | Other Service Provider | $154,675 | — | $154,675 |
| WAGNER LAW GROUP | ERISA Attorney | $47,517 | — | $47,517 |
| MILLER KAPLAN ARASE LLP | Auditor | $41,000 | — | $41,000 |
| FOSTER & FOSTER | Other Service Provider | $20,500 | — | $20,500 |
| U.S. BANK NA | Recordkeeper | $6,089 | — | $6,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WAGNER LAW GROUP — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
- U.S. BANK NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $502,435
- Estimated Expense Ratio: 0.901% 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 | $565,081 | $154,675 | $232,654 | $35,100 | — |
| 2023 | $497,301 | $139,847 | $211,429 | $33,500 | — |
| 2022 | $410,793 | $102,735 | $151,452 | — | $111,300 |