# Board Of Trustees, Medical Expense Reimbursement Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-medical-expense-reimbursement-016231970-501

> Board Of Trustees, Medical Expense Reimbursement's Health & Welfare plan: 1,140 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

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

- [U.S. BANK NA](https://planprovider.pro/provider/john-hancock) — 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|

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