# Board Of Trustees Mfu Training Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-mfu-training-plan-943058922-575

> Board Of Trustees Mfu Training Plan's Health & Welfare plan: 442 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 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](https://planprovider.pro/provider/withumsmithbrown-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|

## Similar Plans

- [Pacific Maritime Association](https://planprovider.pro/companies/pacific-maritime-association-plan-002) — 17,127 participants

- [Trustees Of The Sup Qualified Plans Master Trust](https://planprovider.pro/companies/trustees-of-the-sup-qualified-plans-master-trust-plan) — 1,118 participants

- [Board Of Trustees Of Siu Pacific District Pension](https://planprovider.pro/companies/board-of-trustees-of-siu-pacific-district-pension-plan) — 771 participants

- [Matson, INC.](https://planprovider.pro/companies/matson-inc-plan-014) — 753 participants

- [Trustees Of Sup Qualified Plans Master Trust](https://planprovider.pro/companies/trustees-of-sup-qualified-plans-master-trust-plan) — 665 participants

- [Ancon Marine, INC.](https://planprovider.pro/companies/ancon-marine-inc-401k-plan) — 562 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-mfu-training-plan-943058922-575)

© 2026 PlanProvider.Pro