Plan Snapshot
- Plan Sponsor: Board Of Trustees Mfu Training Plan
- Sponsor EIN: 943058922
- Sponsor Address: 240 SECOND STREET, SAN FRANCISCO, CA, 94105
- Plan Type: Health & Welfare
- Plan Number: 575
- Total Participants: 442
- Total Assets: $134,128
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 | 442 | $134,128 | $612,546 | $0 |
| 2023 | 421 | $349,077 | $552,613 | $0 |
| 2022 | 423 | $425,983 | $536,397 | $0 |
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 |
|---|---|---|---|---|
| MARINE FIREMANS UNION | Other Service Provider | $21,485 | — | $21,485 |
| WITHUMSMITH+BROWN, PC | Auditor | $12,784 | — | $12,784 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,269
- Estimated Expense Ratio: 25.549% 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 | $39,709 | — | $21,000 | $12,784 | — |
| 2023 | $36,107 | — | $21,000 | $10,720 | — |
| 2022 | $38,350 | — | $21,000 | — | $14,658 |