Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ca Service Employees Health And Welfare Trust
- Sponsor EIN: 941206350
- Sponsor Address: 1000 MARINA BLVD, SUITE 400, BRISBANE, CA, 940051841
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 10,280
- Total Assets: $181.3M
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 | 10,280 | $181.3M | $141.2M | $259,583 |
| 2023 | 10,163 | $160.6M | $129.8M | $285,640 |
| 2022 | 9,327 | $144.1M | $122.2M | $349,777 |
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 |
|---|---|---|---|---|
| AMALGAMATED BANK | Other Service Provider | $85,757,477 | — | $85,757,477 |
| NORTHWEST ADMINISTRATORS INC | Other Service Provider | $927,054 | — | $927,054 |
| WITHUMSMITH+BROWN, PC | Auditor | $756,955 | — | $756,955 |
| MCMORGAN & COMPANY LLC | Other Service Provider | $229,969 | — | $229,969 |
| VIRGINIA VIRGIL | Other Service Provider | $226,453 | — | $226,453 |
| THE SEGAL COMPANY | Recordkeeper | $151,457 | — | $151,457 |
| LETICIA CAAMANO | Other Service Provider | $140,267 | — | $140,267 |
| ANALYN CAMANAG | Other Service Provider | $137,480 | — | $137,480 |
| ANTHEM BLUE CROSSLIFE & HEALTH INS. | Other Service Provider | $106,131 | — | $106,131 |
| VISION SERVICE PLAN | Other Service Provider | $102,559 | — | $102,559 |
| SUBURBAN PRESS, INC. | Other Service Provider | $95,041 | — | $95,041 |
| ERIK G SANCHEZ | Other Service Provider | $94,552 | — | $94,552 |
| AABCO PRINTING | Other Service Provider | $89,179 | — | $89,179 |
| SEGAL MARCO ADVISORS | Other Service Provider | $75,000 | — | $75,000 |
| JAMES M ALTIERI | Custodian / Trustee | $66,246 | — | $66,246 |
| SALTZMAN & JOHNSON | Other Service Provider | $65,705 | — | $65,705 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $63,850 | — | $63,850 |
| LARRY SMITH | Custodian / Trustee | $63,643 | — | $63,643 |
| RAY NANN | Custodian / Trustee | $62,178 | — | $62,178 |
| ELIA ESPERANZA RIVERA | Other Service Provider | $54,516 | — | $54,516 |
| STEPHEN HORN INSURANCE SVC. | Investment Advisor | — | $46,652 | $46,652 |
| IRON MOUNTAIN | Other Service Provider | $43,195 | — | $43,195 |
| MARITZA MARRUFO | Other Service Provider | $41,555 | — | $41,555 |
| US BANK | Recordkeeper | $20,885 | — | $20,885 |
| FREMONT BANK | Other Service Provider | $14,400 | — | $14,400 |
| ACADEMY OF LANGUAGES, LLC | Other Service Provider | $10,423 | — | $10,423 |
| SERVICE PRINTING CO INC | Other Service Provider | $5,416 | — | $5,416 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- THE SEGAL COMPANY — Recordkeeper
- STEPHEN HORN INSURANCE SVC. — Investment Advisor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,448,238
- Estimated Expense Ratio: 49.330% 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 | $3,825,850 | $333,740 | $878,917 | $42,640 | — |
| 2023 | $3,505,576 | $354,611 | $821,608 | $59,476 | — |
| 2022 | $3,438,353 | $292,552 | $760,380 | — | $804,299 |