# Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-oe3-vacation-holiday-and-sick-pay-816631261-501

> Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay's Health & Welfare plan: 18,878 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay

- **Sponsor EIN:** 816631261

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 18,878

- **Total Assets:** $31.6M

## 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|18,878|$31.6M|$174.4M|$0|

| 2023|18,660|$31.9M|$168.1M|$0|

| 2022|15,202|$29.0M|$160.4M|$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|

| MULTI-PLAN SERVICES AGENCY INC.|Other Service Provider|$809,312|—|$809,312|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$428,217|—|$428,217|

| MILLER KAPLAN ARASE LLP|Auditor|$43,200|—|$43,200|

| SALTZMAN & JOHNSON|Other Service Provider|$14,662|—|$14,662|

### 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:** $1,295,391

- **Estimated Expense Ratio:** 4.100% 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|$1,328,854|—|$428,217|$43,200|—|

| 2023|$1,293,361|—|$397,654|$41,100|—|

| 2022|$1,353,086|—|$379,832|—|$47,139|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-oe3-vacation-holiday-and-sick-pay-816631261-501)

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