# Board Of Trustees Of Automotive Industries Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-automotive-industries-welfare-plan-946078226-501

> Board Of Trustees Of Automotive Industries Welfare Plan's Health & Welfare plan: 3,517 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Automotive Industries Welfare Plan

- **Sponsor EIN:** 946078226

- **Sponsor Address:** 4160 DUBLIN BLVD., SUITE 100, DUBLIN, CA, 94568

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,517

- **Total Assets:** $51.7M

## 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|3,517|$51.7M|$52.1M|$210,394|

| 2023|3,548|$50.9M|$48.7M|$159,822|

| 2022|2,942|$49.1M|$45.7M|$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|

| HEALTH SERVICES & BENEFITS ADMINST|Other Service Provider|$1,407,748|—|$1,407,748|

| WITHUMSMITH+BROWN, PC|Auditor|$386,881|—|$386,881|

| ANTHEM BLUE CROSS|Other Service Provider|$197,668|—|$197,668|

| THE SEGAL COMPANY|Recordkeeper|$142,930|$37,003|$179,933|

| CHARLES BESOCKE|Other Service Provider|$171,665|—|$171,665|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$171,106|—|$171,106|

| GRAYSTONE CONSULTING/MORGAN STANLEY|Other Service Provider|$128,360|—|$128,360|

| SALTZMAN & JOHNSON LAW CORPORATION|Other Service Provider|$75,032|—|$75,032|

| WEX HEALTH, INC.|ERISA Attorney|$34,489|$12,882|$47,371|

| MACKAY SHIELDS LLC|Recordkeeper|—|$38,588|$38,588|

| FREMONT BANK|Other Service Provider|$36,000|—|$36,000|

| OPTUMRX, INC.|Other Service Provider|$27,843|—|$27,843|

| RSP PRINTING|Other Service Provider|$27,052|—|$27,052|

| NFP|Other Service Provider|—|$11,056|$11,056|

| STEVE SOWINSKI|Custodian / Trustee|$5,961|—|$5,961|

### 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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WEX HEALTH, INC.](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

- [MACKAY SHIELDS LLC](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:** $2,912,264

- **Estimated Expense Ratio:** 5.631% 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|$2,925,590|$129,586|$1,545,939|$51,118|—|

| 2023|$2,753,643|$84,430|$1,442,293|$52,602|—|

| 2022|$2,699,338|$72,276|$1,307,208|—|$799,739|

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- [Shadetree Automotive Incorporated](https://planprovider.pro/companies/shadetree-automotive-incorporated-401k-plan) — 9 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-automotive-industries-welfare-plan-946078226-501)

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