# Board Of Trustees Of Ca Service Employees Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ca-service-employees-health-and-welfare-trust-941206350-501

> Board Of Trustees Of Ca Service Employees Health And Welfare Trust's Health & Welfare plan: 10,280 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

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

- [STEPHEN HORN INSURANCE SVC.](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

- [US BANK](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-ca-service-employees-health-and-welfare-trust-941206350-501)

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